Position in TFC
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$24,860
-$2,997 QoQ
Shares Held
499
-17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#528
of 599 holders
Holding Since
Dec 2023
10 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, 2026Dogwood Wealth Management LLC holds $219,207 across 29 Banks - Regional names. TFC ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
687 | $41,494 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
132 | $32,501 | |
| 3 | TFC |
Truist Financial Corp
This page
|
499 | $24,860 | |
| 4 | BPOP |
Popular, Inc.
|
135 | $22,164 | |
| 5 | EWBC |
East West Bancorp Inc
|
87 | $11,230 | |
| 6 | FBP |
First Bancorp /Pr/
|
430 | $11,210 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
70 | $10,816 | |
| 8 | MTB |
M&T Bank Corp
|
28 | $6,664 |
All Filings in TFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,860 | 499 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $27,857 | 606 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $22,636 | 460 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $13,213 | 289 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,145 | 236 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $534 | 13 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $0 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $0 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $0 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||