Position in TFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,989,386
-$418,796 QoQ
Shares Held
80,076
-10.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#102
of 659 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $40,870,360 across 19 Banks - Regional names. TFC ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHCO |
City Holding Co
|
106,738 | $14,157,728 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
92,489 | $6,480,704 | |
| 3 | TFC |
Truist Financial Corp
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|
80,076 | $3,989,386 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
83,608 | $3,831,754 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,137 | $2,365,858 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
7,726 | $1,902,295 | |
| 7 | USB |
US Bancorp De
|
27,495 | $1,660,698 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
74,223 | $1,315,973 |
All Filings in TFC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,989,386 | 80,076 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $4,408,182 | 89,579 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $4,087,550 | 89,404 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,936,336 | 91,564 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,788,515 | 92,066 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,516,599 | 81,065 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,325,709 | 77,758 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,734,340 | 70,382 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,219,553 | 82,595 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,722,628 | 73,744 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,775,107 | 62,045 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,196,912 | 39,437 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,414,672 | 41,486 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,738,067 | 40,392 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,863,163 | 42,792 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,838,244 | 38,757 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,416,100 | 42,612 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $2,524,090 | 43,110 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||