Position in TFC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$288,093
-$25,620 QoQ
Shares Held
6,267
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 Mar 31, 2026SMITH, MOORE & CO. holds $3,075,793 across 6 Banks - Regional names. TFC ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
19,436 | $1,010,866 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
3,079 | $640,709 | |
| 3 | FINW |
Finwise Bancorp
|
38,000 | $602,680 | |
| 4 | MSBI |
Midland States Bancorp, Inc.
|
13,232 | $295,205 | |
| 5 | TFC |
Truist Financial Corp
This page
|
6,267 | $288,093 | |
| 6 | DB |
Deutsche Bank Aktiengesellschaft
|
8,000 | $238,240 |
All Filings in TFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||