Position in TFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$264,046
+$20,405 QoQ
Shares Held
5,300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,253
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, 2026FORTERIS WEALTH MANAGEMENT INC. holds $264,046 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
|
5,300 | $264,046 |
All Filings in TFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,046 | 5,300 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $243,641 | 5,300 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $263,519 | 5,355 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||