Position in TFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$185,828
+$14,360 QoQ
Shares Held
3,730
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,388
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, 2026VSM Wealth Advisory, LLC holds $640,249 across 11 Banks - Regional names. TFC ranks #1 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
3,730 | $185,828 | |
| 2 | USB |
US Bancorp \De\
|
2,624 | $158,489 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
335 | $82,483 | |
| 4 | WSFS |
Wsfs Financial Corp
|
750 | $57,547 | |
| 5 | ORRF |
Orrstown Financial Services Inc
|
1,288 | $52,589 | |
| 6 | NU |
Nu Holdings Ltd.
|
3,300 | $44,088 | |
| 7 | MTB |
M&T Bank Corp
|
129 | $30,703 | |
| 8 | BOH |
Bank Of Hawaii Corp
|
200 | $16,298 |
All Filings in TFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,828 | 3,730 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $171,468 | 3,730 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $183,553 | 3,730 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $170,535 | 3,730 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $259,874 | 6,045 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $202,869 | 4,930 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $213,863 | 4,930 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||