Position in TFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$328,562
-$98,499 QoQ
Shares Held
6,595
-29.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,168
of 1,678 holders
Holding Since
Dec 2022
14 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, 2026Phillips Wealth Planners LLC holds $3,190,638 across 7 Banks - Regional names. TFC ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,522 | $1,359,626 | |
| 2 | EWBC |
East West Bancorp Inc
|
3,419 | $441,358 | |
| 3 | TFC |
Truist Financial Corp
This page
|
6,595 | $328,562 | |
| 4 | USB |
US Bancorp De
|
5,257 | $317,522 | |
| 5 | WTFC |
Wintrust Financial Corp
|
1,704 | $273,866 | |
| 6 | CFR |
Cullen/Frost Bankers, Inc.
|
1,555 | $240,278 | |
| 7 | FHN |
First Horizon Corp
|
8,948 | $229,426 |
All Filings in TFC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,562 | 6,595 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $427,061 | 9,290 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $485,555 | 9,867 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $455,188 | 9,956 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $350,841 | 8,161 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $256,405 | 6,231 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $273,510 | 6,305 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $271,290 | 6,343 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $247,824 | 6,379 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $245,612 | 6,301 | Shares | Defined | 2024-04-29 | |
| 2023-09-30 | $222,900 | 7,791 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $371,757 | 12,249 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $419,668 | 12,307 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $892,958 | 20,752 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||