Position in TFC
as of Mar 31, 2026
· filed Apr 2, 2026
Position Value
$39,212
-$2,764 QoQ
Shares Held
853
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Horizons Wealth Management holds $39,212 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
853 | $39,212 |
All Filings in TFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,212 | 853 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $41,976 | 853 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $38,999 | 853 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $36,670 | 853 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $35,100 | 853 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $37,003 | 853 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $36,482 | 853 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $33,139 | 853 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $33,249 | 853 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $31,492 | 853 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $24,404 | 853 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $25,888 | 853 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $29,087 | 853 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $36,704 | 853 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $37,139 | 853 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $40,457 | 853 | Shares | Sole | 2022-08-19 | |
| No filing history on record for this holder in this stock. | ||||||