Position in TFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$264,295
+$20,884 QoQ
Shares Held
5,305
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,252
of 1,678 holders
Holding Since
Jun 2025
5 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, 2026Roehl & Yi Investment Advisors, LLC holds $3,539,547 across 6 Banks - Regional names. TFC ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BANR |
Banner Corp
|
17,378 | $1,154,594 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
7,243 | $1,119,188 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
35,669 | $477,310 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
9,906 | $317,487 | |
| 5 | TFC |
Truist Financial Corp
This page
|
5,305 | $264,295 | |
| 6 | EWBC |
East West Bancorp Inc
|
1,601 | $206,673 |
All Filings in TFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,295 | 5,305 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $243,411 | 5,295 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $254,464 | 5,171 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $234,817 | 5,136 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $216,841 | 5,044 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||