Position in TFC
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$6,573
-$464 QoQ
Shares Held
143
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Advocate Investing Services LLC holds $89,821 across 10 Banks - Regional names. TFC ranks #2 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
2,400 | $71,472 | |
| 2 | TFC |
Truist Financial Corp
This page
|
143 | $6,573 | |
| 3 | LNKB |
LINKBANCORP, Inc.
|
372 | $3,102 | |
| 4 | BKU |
BankUnited, Inc.
|
46 | $2,077 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
8 | $1,664 | |
| 6 | FNB |
Fnb Corp/Pa/
|
99 | $1,655 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
9 | $1,233 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
31 | $850 |
All Filings in TFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,573 | 143 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,037 | 143 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||