Position in TFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$251,889
+$20,153 QoQ
Shares Held
5,056
-15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,278
of 1,681 holders
Holding Since
Mar 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, 2026Resurgent Financial Advisors LLC holds $1,049,211 across 3 Banks - Regional names. TFC ranks #3 (24.0% of the industry book) .
All Filings in TFC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,889 | 5,056 | Shares | Sole | 2026-08-14 | |
| 2024-03-31 | $231,736 | 5,945 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $143,175 | 3,878 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $158,499 | 5,540 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $149,595 | 4,929 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $234,983 | 6,891 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $513,347 | 11,930 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $332,732 | 7,642 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $233,944 | 4,126 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||