Position in TFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$298
-$6,640 QoQ
Shares Held
6
-95.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,652
of 1,656 holders
Holding Since
Jun 2025
4 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, 2026IMG Wealth Management, Inc. holds $42,905 across 12 Banks - Regional names. TFC ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
162 | $9,784 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
37 | $9,110 | |
| 3 | MTB |
M&T Bank Corp
|
29 | $6,902 | |
| 4 | KEY |
Keycorp /New/
|
298 | $6,868 | |
| 5 | RF |
Regions Financial Corp
|
209 | $6,311 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
37 | $2,592 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
36 | $638 | |
| 8 | TFC |
Truist Financial Corp
This page
|
6 | $298 |
All Filings in TFC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298 | 6 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $6,938 | 141 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,486 | 120 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,158 | 120 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||