Position in TFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$390,788
+$55,989 QoQ
Shares Held
7,844
+7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,122
of 1,685 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $5,965,239 across 21 Banks - Regional names. TFC ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIC |
Nicolet Bankshares Inc
|
12,578 | $2,080,275 | |
| 2 | FNWD |
Finward Bancorp
|
40,430 | $1,487,015 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,652 | $652,975 | |
| 4 | TFC |
Truist Financial Corp
This page
|
7,844 | $390,788 | |
| 5 | ONB |
Old National Bancorp /In/
|
10,689 | $276,845 | |
| 6 | FITB |
Fifth Third Bancorp
|
4,452 | $250,959 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
11,241 | $199,302 | |
| 8 | USB |
US Bancorp De
|
2,603 | $157,221 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,788 | 7,844 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $334,799 | 7,283 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $335,907 | 6,826 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $330,464 | 7,228 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $293,277 | 6,822 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $277,721 | 6,749 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $230,347 | 5,310 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $294,599 | 6,888 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $282,051 | 7,260 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $301,549 | 7,736 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $318,028 | 8,614 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $264,156 | 9,233 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $384,686 | 12,675 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $465,055 | 13,638 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $578,581 | 13,446 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $659,935 | 15,157 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $695,940 | 14,673 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $847,268 | 14,943 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $862,148 | 14,725 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $853,005 | 14,544 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $886,279 | 15,969 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $911,366 | 15,627 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $683,338 | 14,257 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $573,109 | 15,062 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $863,875 | 23,006 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $751,139 | 24,356 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||