Position in TFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$274,159
+$21,187 QoQ
Shares Held
5,503
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,236
of 1,678 holders
Holding Since
Dec 2022
3 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, 2026Atlas Wealth Partners, LLC holds $545,001 across 2 Banks - Regional names. TFC ranks #1 (50.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
5,503 | $274,159 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,100 | $270,842 |
All Filings in TFC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,159 | 5,503 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $252,972 | 5,503 | Shares | Sole | 2026-04-29 | |
| 2022-12-31 | $228 | 4,550 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||