Position in TFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$542,440
-$12,188 QoQ
Shares Held
10,888
-9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#969
of 1,678 holders
Holding Since
Dec 2022
8 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, 2026SageView Advisory Group, LLC holds $7,673,189 across 18 Banks - Regional names. TFC ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWBC |
Community West Bancshares
|
50,881 | $1,366,663 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
9,616 | $673,793 | |
| 3 | USB |
US Bancorp De
|
10,582 | $639,152 | |
| 4 | ABCB |
Ameris Bancorp
|
6,571 | $593,098 | |
| 5 | TFC |
Truist Financial Corp
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|
10,888 | $542,440 | |
| 6 | RF |
Regions Financial Corp
|
17,506 | $528,681 | |
| 7 | FITB |
Fifth Third Bancorp
|
7,981 | $449,888 | |
| 8 | HFWA |
Heritage Financial Corp /Wa/
|
13,089 | $387,696 |
All Filings in TFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,440 | 10,888 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $554,628 | 12,065 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $2,334,866 | 47,447 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,211,613 | 48,373 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $401,827 | 9,347 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $297,802 | 7,237 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $239,804 | 5,528 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $292,474 | 6,797 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||