Position in TFC
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$616,365
-$18,394 QoQ
Shares Held
13,408
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Forefront Wealth Partners, LLC holds $853,065 across 2 Banks - Regional names. TFC ranks #1 (72.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
13,408 | $616,365 | |
| 2 | OZK |
Bank OZK
|
5,158 | $236,700 |
All Filings in TFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $616,365 | 13,408 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $634,759 | 12,899 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $572,688 | 12,526 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $538,879 | 12,535 | Shares | Sole | 2025-08-20 | |
| 2025-03-31 | $516,514 | 12,552 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $543,768 | 12,535 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||