Position in TFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$475,482
-$207,724 QoQ
Shares Held
9,544
-35.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,025
of 1,681 holders
Holding Since
Sep 2023
11 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, 2026Centurion Wealth Management LLC holds $984,642 across 3 Banks - Regional names. TFC ranks #1 (48.3% of the industry book) .
All Filings in TFC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,482 | 9,544 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $683,206 | 14,862 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $744,301 | 15,125 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $683,696 | 14,954 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $636,166 | 14,798 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $575,688 | 13,990 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $606,886 | 13,990 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $575,769 | 13,462 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $549,540 | 14,098 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $296,910 | 8,042 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $217,521 | 7,603 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||