Position in TFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$164,156
+$12,685 QoQ
Shares Held
3,295
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,399
of 1,678 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Accordant Advisory Group Inc holds $1,024,651 across 5 Banks - Regional names. TFC ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AUB |
Atlantic Union Bankshares Corp
|
12,606 | $533,359 | |
| 2 | UBSI |
United Bankshares Inc/Wv
|
6,500 | $297,895 | |
| 3 | TFC |
Truist Financial Corp
This page
|
3,295 | $164,156 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
271 | $18,750 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
104 | $10,491 |
All Filings in TFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,156 | 3,295 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $151,471 | 3,295 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $170,414 | 3,463 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $196,550 | 4,299 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $184,814 | 4,299 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $176,903 | 4,299 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $186,490 | 4,299 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $193,491 | 4,524 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $40,248 | 1,036 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $58,002 | 1,488 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||