Position in TFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$239,434
+$43,097 QoQ
Shares Held
4,806
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,301
of 1,678 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Meramec Financial Planners, LLC holds $1,044,670 across 11 Banks - Regional names. TFC ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFSC |
Enterprise Financial Services Corp
|
8,337 | $549,241 | |
| 2 | TFC |
Truist Financial Corp
This page
|
4,806 | $239,434 | |
| 3 | GBCI |
Glacier Bancorp, Inc.
|
1,473 | $75,977 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
171 | $42,103 | |
| 5 | TRST |
Trustco Bank Corp N Y
|
712 | $39,095 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
661 | $38,172 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
1,000 | $33,760 | |
| 8 | MTB |
M&T Bank Corp
|
81 | $19,278 |
All Filings in TFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,434 | 4,806 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $196,337 | 4,271 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $210,471 | 4,277 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||