Position in TFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$938,309
+$245,036 QoQ
Shares Held
18,834
+24.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#763
of 1,678 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026VIRTUE ASSET MANAGEMENT LLC holds $938,309 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
18,834 | $938,309 |
All Filings in TFC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $938,309 | 18,834 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $693,273 | 15,081 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $359,921 | 7,314 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||