Position in TFC
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$386,607
-$340,766 QoQ
Shares Held
8,410
-43.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Sunpointe, LLC holds $2,838,420 across 7 Banks - Regional names. TFC ranks #5 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
16,481 | $857,176 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,797 | $582,027 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
27,310 | $427,401 | |
| 4 | NRIM |
Northrim Bancorp Inc
|
17,388 | $397,837 | |
| 5 | TFC |
Truist Financial Corp
This page
|
8,410 | $386,607 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
11,932 | $94,740 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
|
11,054 | $92,632 |
All Filings in TFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $386,607 | 8,410 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $727,373 | 14,781 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $667,877 | 14,608 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $547,563 | 12,737 | Shares | Defined | 2025-07-09 | |
| 2025-03-31 | $250,644 | 6,091 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $267,307 | 6,162 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $261,453 | 6,113 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $238,461 | 6,138 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $225,889 | 5,795 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $249,431 | 6,756 | Shares | Defined | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||