Position in TFC
as of Mar 31, 2026
· filed Jun 24, 2026
Position Value
$298,207
-$39,225 QoQ
Shares Held
6,487
-5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Basecamp Wealth Advisors LLC holds $5,689,850 across 161 Banks - Regional names. TFC ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,600 | $749,124 | |
| 2 | WF |
Woori Financial Group Inc.
|
8,202 | $546,253 | |
| 3 | KB |
KB Financial Group Inc.
|
5,079 | $506,528 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
5,831 | $357,556 | |
| 5 | USB |
US Bancorp De
|
6,824 | $354,916 | |
| 6 | IBN |
Icici Bank Ltd
|
13,682 | $354,363 | |
| 7 | TFC |
Truist Financial Corp
This page
|
6,487 | $298,207 | |
| 8 | RF |
Regions Financial Corp
|
10,710 | $279,745 |
All Filings in TFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $298,207 | 6,487 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $337,432 | 6,857 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||