Position in TFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$19,379
+$1,497 QoQ
Shares Held
389
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#481
of 537 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Aspect Partners, LLC holds $521,493 across 10 Banks - Regional names. TFC ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,539 | $378,931 | |
| 2 | NKSH |
National Bankshares Inc
|
3,104 | $112,768 | |
| 3 | TFC |
Truist Financial Corp
This page
|
389 | $19,379 | |
| 4 | FHN |
First Horizon Corp
|
220 | $5,640 | |
| 5 | USB |
US Bancorp De
|
24 | $1,449 | |
| 6 | AGBK |
AGI Inc
|
145 | $1,026 | |
| 7 | RF |
Regions Financial Corp
|
29 | $875 | |
| 8 | KEY |
Keycorp /New/
|
32 | $737 |
All Filings in TFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,379 | 389 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $17,882 | 389 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $19,142 | 389 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $29,397 | 643 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $27,642 | 643 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $15,431 | 375 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $16,267 | 375 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $16,038 | 375 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $14,568 | 375 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $14,617 | 375 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $13,845 | 375 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||