Position in TFC
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,002,789
-$66,987 QoQ
Shares Held
21,814
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
6.98%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Keystone Financial Group, Inc. holds $8,564,400 across 4 Banks - Regional names. TFC ranks #2 (11.7% of the industry book) .
All Filings in TFC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,002,789 | 21,814 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,069,776 | 21,739 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $983,528 | 21,512 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $914,956 | 21,283 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $864,849 | 21,017 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $916,749 | 21,133 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||