Position in TFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$710,831
+$89,961 QoQ
Shares Held
14,268
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
6.08%
of 13F equity value
Holder Rank
#875
of 1,678 holders
Holding Since
Dec 2022
15 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, 2026Fee-Only Financial Planning, L.C. holds $710,831 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
|
14,268 | $710,831 |
All Filings in TFC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,831 | 14,268 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $620,870 | 13,506 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $664,630 | 13,506 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $617,494 | 13,506 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $660,799 | 15,371 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $618,937 | 15,041 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $689,134 | 15,886 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $733,334 | 17,146 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $772,415 | 19,882 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $780,145 | 20,014 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $738,916 | 20,014 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $572,600 | 20,014 | Shares | Sole | 2024-04-23 | |
| 2023-06-30 | $607,424 | 20,014 | Shares | Sole | 2024-04-23 | |
| 2023-03-31 | $682,477 | 20,014 | Shares | Sole | 2024-04-23 | |
| 2022-12-31 | $861,202 | 20,014 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||