Position in TFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$60,332
+$22,361 QoQ
Shares Held
1,211
+46.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,471
of 1,681 holders
Holding Since
Dec 2025
3 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, 2026Wilkerson Advisory Group LLC holds $527,251 across 10 Banks - Regional names. TFC ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUSE |
First Busey Corp /Nv/
|
4,858 | $143,311 | |
| 2 | USB |
US Bancorp De
|
1,856 | $112,102 | |
| 3 | FHN |
First Horizon Corp
|
3,639 | $93,303 | |
| 4 | TFC |
Truist Financial Corp
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|
1,211 | $60,332 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
180 | $44,319 | |
| 6 | WTFC |
Wintrust Financial Corp
|
200 | $32,144 | |
| 7 | MTB |
M&T Bank Corp
|
99 | $23,562 | |
| 8 | FITB |
Fifth Third Bancorp
|
177 | $9,977 |
All Filings in TFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,332 | 1,211 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $37,971 | 826 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $19,930 | 405 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||