Position in TFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$276,451
+$42,050 QoQ
Shares Held
5,549
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,237
of 1,681 holders
Holding Since
Jun 2024
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, 2026CATALYST FINANCIAL PARTNERS LLC holds $1,955,661 across 6 Banks - Regional names. TFC ranks #4 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,738 | $427,930 | |
| 2 | USB |
US Bancorp \De\
|
6,744 | $407,337 | |
| 3 | FITB |
Fifth Third Bancorp
|
6,262 | $352,988 | |
| 4 | TFC |
Truist Financial Corp
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|
5,549 | $276,451 | |
| 5 | MTB |
M&T Bank Corp
|
1,088 | $258,954 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
3,311 | $232,001 |
All Filings in TFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,451 | 5,549 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $234,401 | 5,099 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $226,366 | 4,600 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $213,603 | 4,672 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $299,489 | 7,278 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $296,979 | 6,846 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $291,563 | 6,817 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $251,942 | 6,485 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||