Position in TFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$247,107
+$19,096 QoQ
Shares Held
4,960
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,284
of 1,678 holders
Holding Since
Dec 2021
17 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, 2026High Net Worth Advisory Group LLC holds $1,083,811 across 3 Banks - Regional names. TFC ranks #3 (22.8% of the industry book) .
All Filings in TFC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,107 | 4,960 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $228,011 | 4,960 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $244,081 | 4,960 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $226,771 | 4,960 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $213,230 | 4,960 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $225,378 | 5,477 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $237,592 | 5,477 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $234,251 | 5,477 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $212,781 | 5,477 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $213,493 | 5,477 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $223,993 | 6,067 | Shares | Sole | 2024-01-08 | |
| 2023-03-31 | $222,195 | 6,516 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $280,383 | 6,516 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $323,153 | 7,422 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $378,918 | 7,989 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $452,976 | 7,989 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $467,755 | 7,989 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||