Position in TFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,299,541
+$747,870 QoQ
Shares Held
46,157
+36.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#529
of 1,681 holders
Holding Since
Sep 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 Jun 30, 2026Colonial Trust Co / SC holds $15,633,456 across 25 Banks - Regional names. TFC ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
4,646 | $9,667,350 | |
| 2 | TFC |
Truist Financial Corp
This page
|
46,157 | $2,299,541 | |
| 3 | PRK |
Park National Corp /Oh/
|
9,000 | $1,646,910 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,226 | $794,305 | |
| 5 | RF |
Regions Financial Corp
|
25,547 | $771,519 | |
| 6 | FBNC |
First Bancorp /Nc/
|
2,745 | $175,487 | |
| 7 | USB |
US Bancorp De
|
1,912 | $115,484 | |
| 8 | SFST |
Southern First Bancshares Inc
|
1,205 | $73,625 |
All Filings in TFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,299,541 | 46,157 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,551,671 | 33,754 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,771,953 | 36,008 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,620,944 | 57,326 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,511,475 | 58,420 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,791,945 | 67,848 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,184,655 | 73,413 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,777,612 | 64,943 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,646,847 | 145,350 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,503,731 | 38,577 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,445,307 | 39,147 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,265,019 | 44,216 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,479,592 | 48,751 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,636,629 | 47,995 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,054,252 | 47,740 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,136,290 | 49,065 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||