Position in TFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$452,216
+$205,404 QoQ
Shares Held
9,077
+69.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,042
of 1,678 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $8,939,541 across 11 Banks - Regional names. TFC ranks #8 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
10,075 | $2,480,666 | |
| 2 | FITB |
Fifth Third Bancorp
|
20,795 | $1,172,214 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
22,888 | $968,391 | |
| 4 | USB |
US Bancorp De
|
15,442 | $932,696 | |
| 5 | RF |
Regions Financial Corp
|
29,021 | $876,434 | |
| 6 | MTB |
M&T Bank Corp
|
3,681 | $876,114 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
6,677 | $467,857 | |
| 8 | TFC |
Truist Financial Corp
This page
|
9,077 | $452,216 |
All Filings in TFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,216 | 9,077 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $246,812 | 5,369 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $247,969 | 5,039 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $207,294 | 4,534 | Shares | Sole | 2025-11-03 | |
| 2024-12-31 | $194,299 | 4,479 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||