Position in TFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$30,938
+$3,356 QoQ
Shares Held
621
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,512
of 1,678 holders
Holding Since
Dec 2024
7 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, 2026Navigoe, LLC holds $470,546 across 71 Banks - Regional names. TFC ranks #2 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBCF |
Seacoast Banking Corp Of Florida
|
12,022 | $399,731 | |
| 2 | TFC |
Truist Financial Corp
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|
621 | $30,938 | |
| 3 | BAP |
Credicorp Ltd
|
9 | $3,506 | |
| 4 | FHB |
First Hawaiian, Inc.
|
93 | $2,724 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
1 | $2,080 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
7 | $1,723 | |
| 7 | USB |
US Bancorp De
|
28 | $1,691 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
18 | $1,261 |
All Filings in TFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,938 | 621 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $27,582 | 600 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $29,526 | 600 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $27,432 | 600 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $25,794 | 600 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,690 | 600 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $26,028 | 600 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||