Position in TFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$285,817
+$26,593 QoQ
Shares Held
5,737
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,222
of 1,681 holders
Holding Since
Dec 2025
3 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, 2026Cascade Financial Partners, LLC holds $285,817 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
5,737 | $285,817 |
All Filings in TFC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,817 | 5,737 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $259,224 | 5,639 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $277,495 | 5,639 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||