Position in TFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$863,579
-$25,204 QoQ
Shares Held
17,334
-10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#787
of 1,678 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $3,146,072 across 18 Banks - Regional names. TFC ranks #2 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,573 | $1,372,184 | |
| 2 | TFC |
Truist Financial Corp
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|
17,334 | $863,579 | |
| 3 | SSB |
SouthState Bank Corp
|
3,600 | $359,640 | |
| 4 | RF |
Regions Financial Corp
|
10,505 | $317,251 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,149 | $115,911 | |
| 6 | USB |
US Bancorp De
|
555 | $33,522 | |
| 7 | FITB |
Fifth Third Bancorp
|
592 | $33,371 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
328 | $22,982 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $863,579 | 17,334 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $888,783 | 19,334 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $951,426 | 19,334 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $871,880 | 19,070 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $826,697 | 19,230 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,062,122 | 25,811 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $45,939 | 1,059 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $46,063 | 1,077 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $41,841 | 1,077 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $96,943 | 2,487 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $128,407 | 3,478 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $122,107 | 4,268 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $485,630 | 16,001 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $895,977 | 26,275 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $1,099,416 | 25,550 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $942,205 | 21,640 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $909,375 | 19,173 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $1,157,643 | 20,417 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $1,196,000 | 20,427 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $1,105,317 | 18,846 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $1,086,468 | 19,576 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $1,273,708 | 21,840 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $965,501 | 20,144 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $789,042 | 20,737 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $771,201 | 20,538 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $554,349 | 17,975 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||