Position in TFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$698,376
+$77,368 QoQ
Shares Held
14,018
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#886
of 1,685 holders
Holding Since
Sep 2022
13 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, 2026Icon Wealth Advisors, LLC holds $9,542,254 across 10 Banks - Regional names. TFC ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
22,427 | $5,521,975 | |
| 2 | SPFI |
South Plains Financial, Inc.
|
19,250 | $829,386 | |
| 3 | TFC |
Truist Financial Corp
This page
|
14,018 | $698,376 | |
| 4 | IBOC |
International Bancshares Corp
|
7,488 | $568,713 | |
| 5 | 11,088 | $435,980 | |||
| 6 | SSB |
SouthState Bank Corp
|
4,251 | $424,674 | |
| 7 | FITB |
Fifth Third Bancorp
|
5,789 | $326,325 | |
| 8 | CFR |
Cullen/Frost Bankers, Inc.
|
2,049 | $316,611 |
All Filings in TFC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,376 | 14,018 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $621,008 | 13,509 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $663,941 | 13,492 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $663,580 | 14,514 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $614,542 | 14,295 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $588,198 | 14,294 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $625,366 | 14,416 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $715,927 | 16,739 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $648,639 | 16,696 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $657,241 | 16,861 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,046,312 | 28,340 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $6,083,624 | 141,381 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,129,561 | 140,780 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||