Position in TFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$217,414
+$12,710 QoQ
Shares Held
4,364
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#1,349
of 1,681 holders
Holding Since
Dec 2025
3 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, 2026Passive Capital Management, LLC. holds $843,673 across 2 Banks - Regional names. TFC ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHRB |
Burke & Herbert Financial Services Corp.
|
8,715 | $626,259 | |
| 2 | TFC |
Truist Financial Corp
This page
|
4,364 | $217,414 |
All Filings in TFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,414 | 4,364 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $204,704 | 4,453 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $214,752 | 4,364 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||