Position in TFC
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$208,060
-$13,827 QoQ
Shares Held
4,526
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026American Capital Advisory, LLC holds $768,686 across 34 Banks - Regional names. TFC ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
4,822 | $250,792 | |
| 2 | TFC |
Truist Financial Corp
This page
|
4,526 | $208,060 | |
| 3 | FITB |
Fifth Third Bancorp
|
1,044 | $48,504 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
838 | $48,285 | |
| 5 | PDLB |
Ponce Financial Group, Inc.
|
2,800 | $46,788 | |
| 6 | EWBC |
East West Bancorp Inc
|
432 | $46,120 | |
| 7 | KEY |
Keycorp /New/
|
1,965 | $39,398 | |
| 8 | MPB |
Mid Penn Bancorp Inc
|
852 | $27,400 |
All Filings in TFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,060 | 4,526 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $221,887 | 4,509 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $206,014 | 4,506 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $193,712 | 4,506 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $184,187 | 4,476 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $211,520 | 4,876 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $208,546 | 4,876 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $156,410 | 4,026 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $172,135 | 4,416 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $148,639 | 4,026 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||