Position in TFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$915,442
+$14,247 QoQ
Shares Held
18,375
-6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#771
of 1,678 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Carson Advisory Inc. holds $4,530,296 across 7 Banks - Regional names. TFC ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
17,679 | $1,783,457 | |
| 2 | TFC |
Truist Financial Corp
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|
18,375 | $915,442 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,049 | $504,504 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
6,590 | $455,962 | |
| 5 | NKSH |
National Bankshares Inc
|
10,000 | $363,300 | |
| 6 | RF |
Regions Financial Corp
|
8,799 | $265,729 | |
| 7 | USB |
US Bancorp De
|
4,005 | $241,902 |
All Filings in TFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,442 | 18,375 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $901,195 | 19,604 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,013,676 | 20,599 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $955,456 | 20,898 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $902,661 | 20,997 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $835,139 | 20,295 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $880,353 | 20,294 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $870,070 | 20,343 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $826,650 | 21,278 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $856,702 | 21,978 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $809,581 | 21,928 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $618,347 | 21,613 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $642,236 | 21,161 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $598,079 | 17,539 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $325,694 | 7,569 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $285,404 | 6,555 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $320,342 | 6,754 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $371,611 | 6,554 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $379,345 | 6,479 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||