Position in TFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$348
-$7,677 QoQ
Shares Held
7
-96.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,677
of 1,681 holders
Holding Since
Sep 2022
9 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, 2026Operose Advisors LLC holds $2,037,598 across 8 Banks - Regional names. TFC ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ONB |
Old National Bancorp /In/
|
26,244 | $679,719 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,693 | $602,764 | |
| 3 | CBU |
Community Financial System, Inc.
|
3,925 | $263,446 | |
| 4 | PDLB |
Ponce Financial Group, Inc.
|
12,000 | $239,280 | |
| 5 | USB |
US Bancorp De
|
2,499 | $150,939 | |
| 6 | WTFC |
Wintrust Financial Corp
|
626 | $100,610 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
2 | $492 | |
| 8 | TFC |
Truist Financial Corp
This page
|
7 | $348 |
All Filings in TFC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348 | 7 | Shares | Sole | 2026-08-13 | |
| 2024-12-31 | $8,025 | 185 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $50,468 | 1,180 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,237 | 315 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $12,278 | 315 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $32,821 | 889 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $31,471 | 1,100 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $17,986 | 418 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $18,199 | 418 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||