Position in TFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$31,735
+$2,453 QoQ
Shares Held
637
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,512
of 1,681 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $3,368,366 across 10 Banks - Regional names. TFC ranks #9 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
20,193 | $1,219,657 | |
| 2 | NU |
Nu Holdings Ltd.
|
57,533 | $768,640 | |
| 3 | HDB |
Hdfc Bank Ltd
|
23,119 | $597,163 | |
| 4 | ASB |
Associated Banc-Corp
|
10,403 | $320,100 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
10,865 | $192,636 | |
| 6 | EWBC |
East West Bancorp Inc
|
1,297 | $167,429 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
142 | $34,963 | |
| 8 | FITB |
Fifth Third Bancorp
|
571 | $32,187 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,735 | 637 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $29,282 | 637 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $31,346 | 637 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $29,123 | 637 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $27,384 | 637 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $26,212 | 637 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $27,589 | 636 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $21,598 | 505 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $19,619 | 505 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $19,684 | 505 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $18,644 | 505 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $14,448 | 505 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $15,326 | 505 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $17,220 | 505 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $21,730 | 505 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $21,987 | 505 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $23,952 | 505 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $28,633 | 505 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $29,567 | 505 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $29,618 | 505 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $28,027 | 505 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $505 | 29,452 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $24,204 | 505 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $19,215 | 505 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $18,962 | 505 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $15,574 | 505 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||