Position in TFC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$258,615
+$13,641 QoQ
Shares Held
5,191
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,264
of 1,678 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, 2026LongView Wealth Management holds $463,894 across 2 Banks - Regional names. TFC ranks #1 (55.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
5,191 | $258,615 | |
| 2 | FBNC |
First Bancorp /Nc/
|
3,211 | $205,279 |
All Filings in TFC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,615 | 5,191 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $244,974 | 5,329 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $272,672 | 5,541 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $221,239 | 4,839 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $212,972 | 4,954 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $204,721 | 4,975 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $215,815 | 4,975 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $212,780 | 4,975 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $206,759 | 5,322 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $213,259 | 5,471 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $254,452 | 6,892 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||