Position in TFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$247,406
+$19,809 QoQ
Shares Held
4,966
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,283
of 1,678 holders
Holding Since
Mar 2024
9 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, 2026PFW Advisors LLC holds $2,022,611 across 3 Banks - Regional names. TFC ranks #3 (12.2% of the industry book) .
All Filings in TFC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,406 | 4,966 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $227,597 | 4,951 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $243,638 | 4,951 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $226,359 | 4,951 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $212,843 | 4,951 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $214,967 | 5,224 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $226,486 | 5,221 | Shares | Sole | 2025-01-13 | |
| 2024-06-30 | $202,563 | 5,214 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $203,007 | 5,208 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||