Position in TFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,870,890
New position
Shares Held
37,553
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
11.21%
of 13F equity value
Holder Rank
#579
of 1,678 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MontVue Capital Management, Inc. holds $2,210,229 across 2 Banks - Regional names. TFC ranks #1 (84.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
37,553 | $1,870,890 | |
| 2 | BOTJ |
Bank Of The James Financial Group Inc
|
13,297 | $339,339 |
All Filings in TFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,870,890 | 37,553 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||