Position in TFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$249,498
-$65,074 QoQ
Shares Held
5,008
-26.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,282
of 1,681 holders
Holding Since
Dec 2023
11 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, 2026Fonville Wealth Management LLC holds $2,125,365 across 2 Banks - Regional names. TFC ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEBO |
Peoples Bancorp Inc
|
48,838 | $1,875,867 | |
| 2 | TFC |
Truist Financial Corp
This page
|
5,008 | $249,498 |
All Filings in TFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,498 | 5,008 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $314,572 | 6,843 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $337,580 | 6,860 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $312,450 | 6,834 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $294,094 | 6,841 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $281,507 | 6,841 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $296,762 | 6,841 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $329,927 | 7,714 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $299,300 | 7,704 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $299,561 | 7,685 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $225,396 | 6,105 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||