Position in TFC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$101,632
+$2,751 QoQ
Shares Held
2,040
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,430
of 1,678 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $761,981 across 35 Banks - Regional names. TFC ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
2,395 | $135,006 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
1,934 | $133,813 | |
| 3 | TFC |
Truist Financial Corp
This page
|
2,040 | $101,632 | |
| 4 | NWBI |
Northwest Bancshares, Inc.
|
6,518 | $98,812 | |
| 5 | CBU |
Community Financial System, Inc.
|
1,218 | $81,752 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
4,153 | $73,632 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
169 | $41,611 | |
| 8 | KEY |
Keycorp /New/
|
1,208 | $27,844 |
All Filings in TFC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,632 | 2,040 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $98,881 | 2,151 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $108,409 | 2,203 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $96,514 | 2,111 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $89,806 | 2,089 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $36,623 | 890 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $45,071 | 1,039 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $39,647 | 927 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $41,724 | 1,074 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $35,744 | 917 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $33,117 | 897 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $47,120 | 1,647 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $48,377 | 1,594 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $52,957 | 1,553 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $66,524 | 1,546 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $63,481 | 1,458 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||