Position in TFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,697,118
+$800,703 QoQ
Shares Held
34,065
+74.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#601
of 1,678 holders
Holding Since
Mar 2024
9 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, 2026Wealth Group, Ltd. holds $2,758,320 across 2 Banks - Regional names. TFC ranks #1 (61.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
34,065 | $1,697,118 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
510 | $1,061,202 |
All Filings in TFC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,697,118 | 34,065 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $896,415 | 19,500 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $945,717 | 19,218 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $3,438,942 | 79,994 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $3,769,874 | 91,613 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,843,728 | 88,606 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,807,428 | 89,021 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,448,364 | 88,761 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,467,076 | 88,945 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||