Position in TFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$377,635
-$6,673 QoQ
Shares Held
7,580
-9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,128
of 1,681 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Convergence Financial, LLC holds $2,712,631 across 3 Banks - Regional names. TFC ranks #3 (13.9% of the industry book) .
All Filings in TFC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,635 | 7,580 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $384,308 | 8,360 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $232,960 | 4,734 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $266,593 | 5,831 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $286,485 | 6,664 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $283,153 | 6,881 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $302,011 | 6,962 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $311,493 | 7,283 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $407,381 | 10,486 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||