Position in TFC
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$201,348
-$52,772 QoQ
Shares Held
4,380
-15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026SmartHarvest Portfolios, LLC holds $2,191,065 across 10 Banks - Regional names. TFC ranks #8 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
|
64,156 | $322,704 | |
| 2 | MTB |
M&T Bank Corp
|
1,343 | $277,624 | |
| 3 | USB |
US Bancorp De
|
4,926 | $256,201 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,223 | $254,494 | |
| 5 | FITB |
Fifth Third Bancorp
|
5,354 | $248,746 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
28,461 | $225,980 | |
| 7 | BCML |
BayCom Corp
|
7,461 | $221,815 | |
| 8 | TFC |
Truist Financial Corp
This page
|
4,380 | $201,348 |
All Filings in TFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,348 | 4,380 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $254,120 | 5,164 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||