Position in TFC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,606,453
-$310,469 QoQ
Shares Held
56,699
-4.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.022928093969911283.ToString("F0")%
Shared 0.ToString("F0")%
None 99.97707190603009.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Bleakley Financial Group, LLC holds $33,533,190 across 28 Banks - Regional names. TFC ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
17,834 | $3,711,077 | |
| 2 | USB |
US Bancorp De
|
54,451 | $2,831,996 | |
| 3 | FITB |
Fifth Third Bancorp
|
60,468 | $2,809,343 | |
| 4 | TFC |
Truist Financial Corp
This page
|
56,699 | $2,606,453 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
85,229 | $2,538,119 | |
| 6 | COSO |
CoastalSouth Bancshares, Inc.
|
88,136 | $2,167,264 | |
| 7 | BWB |
Bridgewater Bancshares Inc
|
86,733 | $1,535,174 | |
| 8 | IBN |
Icici Bank Ltd
|
51,889 | $1,343,925 |
All Filings in TFC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,606,453 | 56,699 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,916,922 | 59,275 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,378,765 | 52,029 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,942,804 | 45,192 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,578,431 | 38,358 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,636,900 | 37,734 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,571,626 | 36,746 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,349,143 | 34,727 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,321,499 | 33,902 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,103,538 | 29,890 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $805,628 | 28,159 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $994,751 | 32,776 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $997,970 | 29,266 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,443,226 | 33,540 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||