Position in TFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,415,485
+$52,751 QoQ
Shares Held
28,412
-4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#643
of 1,681 holders
Holding Since
Jun 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, 2026Drucker Wealth 3.0, LLC holds $6,503,638 across 7 Banks - Regional names. TFC ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,981 | $1,472,641 | |
| 2 | TFC |
Truist Financial Corp
This page
|
28,412 | $1,415,485 | |
| 3 | RF |
Regions Financial Corp
|
43,309 | $1,307,931 | |
| 4 | KEY |
Keycorp /New/
|
50,293 | $1,159,253 | |
| 5 | LYG |
Lloyds Banking Group plc
|
101,152 | $589,715 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
4,877 | $341,731 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
6,767 | $216,882 |
All Filings in TFC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,415,485 | 28,412 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $1,362,734 | 29,644 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $1,616,007 | 32,839 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $1,698,131 | 37,142 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $2,321,158 | 53,993 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $2,890,828 | 70,251 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $3,157,326 | 72,783 | Shares | Other | 2025-02-20 | |
| 2024-09-30 | $3,135,896 | 73,320 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,801,551 | 72,112 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||