Position in TFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$49,222
+$6,011 QoQ
Shares Held
988
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,487
of 1,678 holders
Holding Since
Dec 2024
7 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, 2026Aventura Private Wealth, LLC holds $2,048,399 across 15 Banks - Regional names. TFC ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,090 | $609,436 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,401 | $591,174 | |
| 3 | BPOP |
Popular, Inc.
|
3,473 | $570,197 | |
| 4 | NU |
Nu Holdings Ltd.
|
8,861 | $118,382 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
3,585 | $63,562 | |
| 6 | TFC |
Truist Financial Corp
This page
|
988 | $49,222 | |
| 7 | KB |
KB Financial Group Inc.
|
94 | $9,866 | |
| 8 | KEY |
Keycorp /New/
|
428 | $9,865 |
All Filings in TFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,222 | 988 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $43,211 | 940 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $46,257 | 940 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $42,976 | 940 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $76,952 | 1,790 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $86,497 | 2,102 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $97,735 | 2,253 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||