Position in TFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,361,255
+$500,726 QoQ
Shares Held
67,468
+8.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#73
of 434 holders
Holding Since
Mar 2024
10 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, 2026HF Advisory Group, LLC holds $5,960,461 across 2 Banks - Regional names. TFC ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
67,468 | $3,361,255 | |
| 2 | LYG |
Lloyds Banking Group plc
|
445,833 | $2,599,206 |
All Filings in TFC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,361,255 | 67,468 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,860,529 | 62,226 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,064,798 | 62,280 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,623,185 | 57,375 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $2,351,295 | 54,694 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,649,950 | 40,096 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,523,375 | 35,117 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $997,738 | 23,328 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $757,147 | 19,489 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $411,433 | 10,555 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||