Position in TFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,922,254
+$242,603 QoQ
Shares Held
38,584
+5.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#571
of 1,681 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BankPlus Trust Department holds $5,693,852 across 9 Banks - Regional names. TFC ranks #1 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
38,584 | $1,922,254 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
5,102 | $1,256,214 | |
| 3 | TRMK |
Trustmark Corp
|
24,668 | $1,134,974 | |
| 4 | RF |
Regions Financial Corp
|
20,280 | $612,456 | |
| 5 | PRK |
Park National Corp /Oh/
|
1,717 | $314,193 | |
| 6 | RNST |
Renasant Corp
|
6,712 | $285,528 | |
| 7 | MTB |
M&T Bank Corp
|
451 | $107,342 | |
| 8 | FITB |
Fifth Third Bancorp
|
837 | $47,181 |
All Filings in TFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,922,254 | 38,584 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,679,651 | 36,538 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,922,437 | 39,066 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,750,070 | 38,278 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,640,326 | 38,156 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,353,341 | 32,888 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,191,431 | 27,465 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||