Position in TFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$312,321
+$24,228 QoQ
Shares Held
6,269
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,191
of 1,690 holders
Holding Since
Mar 2025
6 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, 2026SMITH, MOORE & CO. holds $5,357,598 across 8 Banks - Regional names. TFC ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRMK |
Trustmark Corp
|
34,786 | $1,600,503 | |
| 2 | USB |
US Bancorp \De\
|
20,446 | $1,234,938 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,051 | $751,217 | |
| 4 | FINW |
Finwise Bancorp
|
38,000 | $551,000 | |
| 5 | MSBI |
Midland States Bancorp, Inc.
|
13,304 | $414,286 | |
| 6 | TFC |
Truist Financial Corp
This page
|
6,269 | $312,321 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
8,000 | $270,080 | |
| 8 | MTB |
M&T Bank Corp
|
938 | $223,253 |
All Filings in TFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,321 | 6,269 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $288,093 | 6,267 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $313,713 | 6,375 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $264,581 | 5,787 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $230,598 | 5,364 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $220,399 | 5,356 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||