Position in TFC
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$529,159
+$104,972 QoQ
Shares Held
11,511
+33.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 79%
None 21%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $8,041,800 across 28 Banks - Regional names. TFC ranks #2 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
12,796 | $665,517 | |
| 2 | TFC |
Truist Financial Corp
This page
|
11,511 | $529,159 | |
| 3 | WBS |
Webster Financial Corp
|
6,967 | $483,646 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,291 | $476,731 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
29,000 | $453,847 | |
| 6 | CCNE |
Cnb Financial Corp/Pa
|
14,880 | $430,923 | |
| 7 | FITB |
Fifth Third Bancorp
|
7,636 | $354,765 | |
| 8 | WTFC |
Wintrust Financial Corp
|
2,553 | $354,712 |
All Filings in TFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $529,159 | 11,511 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $424,187 | 8,620 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $387,107 | 8,467 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $284,763 | 6,624 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $216,527 | 5,262 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $221,451 | 5,105 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||