Position in TFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,238
+$250 QoQ
Shares Held
65
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,643
of 1,681 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Lodestone Wealth Management LLC holds $3,378,717 across 11 Banks - Regional names. TFC ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
25,817 | $1,455,304 | |
| 2 | WAL |
Western Alliance Bancorporation
|
13,364 | $1,098,520 | |
| 3 | MTB |
M&T Bank Corp
|
2,826 | $672,615 | |
| 4 | USB |
US Bancorp \De\
|
1,115 | $67,346 | |
| 5 | BANR |
Banner Corp
|
774 | $51,424 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
50 | $12,311 | |
| 7 | HDB |
Hdfc Bank Ltd
|
292 | $7,542 | |
| 8 | OZK |
Bank OZK
|
75 | $3,906 |
All Filings in TFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,238 | 65 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,988 | 65 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,198 | 65 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||