Position in TFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$215,820
-$78,709 QoQ
Shares Held
4,332
-32.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#1,352
of 1,678 holders
Holding Since
Dec 2024
7 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, 2026ATLANTIC FAMILY WEALTH, LLC holds $1,091,010 across 3 Banks - Regional names. TFC ranks #3 (19.8% of the industry book) .
All Filings in TFC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,820 | 4,332 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $294,529 | 6,407 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $307,611 | 6,251 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $240,898 | 5,269 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $228,620 | 5,318 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $219,658 | 5,338 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $221,585 | 5,108 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||