Position in TFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,297,609
+$1,176,941 QoQ
Shares Held
26,046
+738.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#670
of 1,678 holders
Holding Since
Jun 2024
2 quarters on record
Voting authority
Sole 29%
Shared 70%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Lynx Investment Advisory holds $5,803,449 across 8 Banks - Regional names. TFC ranks #1 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
26,046 | $1,297,609 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,537 | $1,117,099 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
11,364 | $796,275 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
34,991 | $620,389 | |
| 5 | RF |
Regions Financial Corp
|
20,047 | $605,418 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
10,381 | $475,760 | |
| 7 | USB |
US Bancorp De
|
7,697 | $464,897 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
6,157 | $426,002 |
All Filings in TFC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,297,609 | 26,046 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $120,668 | 3,106 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||