Position in TFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$508,562
+$39,301 QoQ
Shares Held
10,208
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#992
of 1,681 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Pine Harbor Wealth Management, LLC holds $937,231 across 2 Banks - Regional names. TFC ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
10,208 | $508,562 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,741 | $428,669 |
All Filings in TFC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,562 | 10,208 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $469,261 | 10,208 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $502,335 | 10,208 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $466,709 | 10,208 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $451,738 | 10,508 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $432,404 | 10,508 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $455,837 | 10,508 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $460,975 | 10,778 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $416,782 | 10,728 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $422,621 | 10,842 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $400,286 | 10,842 | Shares | Sole | 2024-04-03 | |
| No filing history on record for this holder in this stock. | ||||||