Position in TFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$19,678
+$18,105 QoQ
Shares Held
395
+618.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,543
of 1,677 holders
Holding Since
Mar 2023
4 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, 2026Buck Wealth Strategies, LLC holds $246,713 across 16 Banks - Regional names. TFC ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BOH |
Bank Of Hawaii Corp
|
1,184 | $96,484 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
129 | $31,762 | |
| 3 | USB |
US Bancorp De
|
500 | $30,200 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
297 | $20,549 | |
| 5 | TFC |
Truist Financial Corp
This page
|
395 | $19,678 | |
| 6 | RF |
Regions Financial Corp
|
464 | $14,012 | |
| 7 | SFBS |
ServisFirst Bancshares, Inc.
|
130 | $11,277 | |
| 8 | FITB |
Fifth Third Bancorp
|
172 | $9,695 |
All Filings in TFC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,678 | 395 | Shares | Sole | 2026-07-30 | |
| 2023-09-30 | $1,573 | 55 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,638 | 54 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $1,807 | 53 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||