Position in TFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$771,363
+$96,202 QoQ
Shares Held
15,483
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#839
of 1,678 holders
Holding Since
Dec 2022
12 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, 20263Chopt Investment Partners, LLC holds $1,378,049 across 2 Banks - Regional names. TFC ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
15,483 | $771,363 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,464 | $606,686 |
All Filings in TFC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $771,363 | 15,483 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $675,161 | 14,687 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $724,026 | 14,713 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $663,854 | 14,520 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $747,897 | 17,397 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $711,606 | 17,293 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $504,639 | 11,633 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $331,196 | 8,525 | Shares | Sole | 2024-08-22 | |
| 2023-12-31 | $302,670 | 8,198 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $272,269 | 8,971 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $435,047 | 12,758 | Shares | Sole | 2023-05-23 | |
| 2022-12-31 | $544,759 | 12,660 | Shares | Sole | 2023-05-24 | |
| No filing history on record for this holder in this stock. | ||||||