Position in TFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$476,777
+$36,339 QoQ
Shares Held
9,570
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,023
of 1,681 holders
Holding Since
Dec 2022
15 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, 2026BRADY FAMILY WEALTH, LLC holds $2,505,280 across 3 Banks - Regional names. TFC ranks #2 (19.0% of the industry book) .
All Filings in TFC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,777 | 9,570 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $440,438 | 9,581 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $471,481 | 9,581 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $438,043 | 9,581 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $759,547 | 17,668 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $727,038 | 17,668 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $765,960 | 17,657 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $755,189 | 17,657 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $685,974 | 17,657 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $559,713 | 14,359 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $525,740 | 14,240 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $426,603 | 14,911 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $416,857 | 13,735 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $463,998 | 13,607 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $517,048 | 12,016 | Shares | Sole | 2023-04-10 | |
| No filing history on record for this holder in this stock. | ||||||