Position in TFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$20,525
+$1,724 QoQ
Shares Held
412
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,542
of 1,681 holders
Holding Since
Jun 2025
5 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, 2026PFS Partners, LLC holds $370,289 across 13 Banks - Regional names. TFC ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVBF |
Cvb Financial Corp
|
3,135 | $70,694 | |
| 2 | PFS |
Provident Financial Services Inc
|
2,866 | $67,752 | |
| 3 | EBC |
Eastern Bankshares, Inc.
|
2,060 | $45,814 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
2,578 | $45,707 | |
| 5 | FULT |
Fulton Financial Corp
|
1,711 | $41,389 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
13 | $27,050 | |
| 7 | TFC |
Truist Financial Corp
This page
|
412 | $20,525 | |
| 8 | WBS |
Webster Financial Corp
|
204 | $15,589 |
All Filings in TFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,525 | 412 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $18,801 | 409 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $23,817 | 484 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $16,596 | 363 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $12,080 | 281 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||