Position in TFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$234,502
+$15,777 QoQ
Shares Held
4,707
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,310
of 1,678 holders
Holding Since
Mar 2026
2 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, 2026TFB Advisors LLC holds $536,503 across 2 Banks - Regional names. TFC ranks #2 (43.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
4,310 | $302,001 | |
| 2 | TFC |
Truist Financial Corp
This page
|
4,707 | $234,502 |
All Filings in TFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,502 | 4,707 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $218,725 | 4,758 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||