Position in TFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,301,995
+$158,262 QoQ
Shares Held
26,134
+5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#672
of 1,685 holders
Holding Since
Dec 2023
11 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, 2026Compound Planning, Inc. holds $28,976,997 across 37 Banks - Regional names. TFC ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
|
415,779 | $2,423,990 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
240,425 | $2,303,270 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
8,573 | $2,110,844 | |
| 4 | USB |
US Bancorp De
|
25,986 | $1,569,554 | |
| 5 | KB |
KB Financial Group Inc.
|
13,451 | $1,411,816 | |
| 6 | NWG |
NatWest Group plc
|
77,411 | $1,364,755 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
39,731 | $1,341,317 | |
| 8 | TFC |
Truist Financial Corp
This page
|
26,134 | $1,301,995 |
All Filings in TFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,301,995 | 26,134 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,143,733 | 24,880 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,253,033 | 25,463 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $897,209 | 19,624 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $658,176 | 15,310 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $623,216 | 15,145 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $742,665 | 17,120 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $670,462 | 15,676 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $470,628 | 12,114 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $345,674 | 8,868 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $321,905 | 8,719 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||