Position in TFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$772,259
+$63,356 QoQ
Shares Held
15,501
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#837
of 1,678 holders
Holding Since
Jun 2025
5 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, 2026FSM Wealth Advisors, LLC holds $1,774,091 across 3 Banks - Regional names. TFC ranks #2 (43.5% of the industry book) .
All Filings in TFC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $772,259 | 15,501 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $708,903 | 15,421 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $746,663 | 15,173 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $693,160 | 15,161 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $639,605 | 14,878 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||