Position in TFC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$716,511
+$57,669 QoQ
Shares Held
14,382
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#294
of 659 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $2,421,011 across 15 Banks - Regional names. TFC ranks #1 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
14,382 | $716,511 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
8,045 | $563,713 | |
| 3 | NEWT |
NewtekOne, Inc.
|
24,637 | $364,873 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
1,227 | $189,596 | |
| 5 | EBC |
Eastern Bankshares, Inc.
|
7,309 | $162,552 | |
| 6 | UMBF |
Umb Financial Corp
|
941 | $134,337 | |
| 7 | MTB |
M&T Bank Corp
|
400 | $95,204 | |
| 8 | ABCB |
Ameris Bancorp
|
545 | $49,191 |
All Filings in TFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,511 | 14,382 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $658,842 | 14,332 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $687,660 | 13,974 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $762,563 | 16,679 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $273,760 | 6,368 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $251,426 | 6,110 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $267,350 | 6,163 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $268,894 | 6,287 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $240,209 | 6,183 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $242,104 | 6,211 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $228,830 | 6,198 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $207,737 | 7,261 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $222,404 | 7,328 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $250,123 | 7,335 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $306,674 | 7,127 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $301,775 | 6,931 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $319,488 | 6,736 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $369,684 | 6,520 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $381,746 | 6,520 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||