Position in TFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$820,684
+$55,192 QoQ
Shares Held
16,473
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#808
of 1,681 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, 2026Premier Path Wealth Partners, LLC holds $7,014,303 across 6 Banks - Regional names. TFC ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
46,832 | $2,828,652 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
7,595 | $1,870,040 | |
| 3 | TFC |
Truist Financial Corp
This page
|
16,473 | $820,684 | |
| 4 | FITB |
Fifth Third Bancorp
|
10,416 | $587,149 | |
| 5 | MTB |
M&T Bank Corp
|
2,306 | $548,851 | |
| 6 | RF |
Regions Financial Corp
|
11,885 | $358,927 |
All Filings in TFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $820,684 | 16,473 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $765,492 | 16,652 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $698,929 | 14,203 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $625,769 | 13,687 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $536,386 | 12,477 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $605,851 | 14,723 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $608,751 | 14,033 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $594,802 | 13,907 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $538,810 | 13,869 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $461,172 | 11,831 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $408,039 | 11,052 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||