Position in TFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,771,649
+$108,593 QoQ
Shares Held
35,561
-1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#588
of 1,681 holders
Holding Since
Jun 2022
14 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, 2026Norris Financial Group, LLC holds $2,351,126 across 2 Banks - Regional names. TFC ranks #1 (75.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
35,561 | $1,771,649 | |
| 2 | RF |
Regions Financial Corp
|
19,188 | $579,477 |
All Filings in TFC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,771,649 | 35,561 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,663,056 | 36,177 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $1,890,648 | 38,420 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $1,741,611 | 38,093 | Shares | Sole | 2026-05-20 | |
| 2025-06-30 | $1,610,319 | 37,458 | Shares | Sole | 2026-05-20 | |
| 2025-03-31 | $1,601,269 | 38,913 | Shares | Sole | 2026-05-20 | |
| 2024-12-31 | $1,646,878 | 37,964 | Shares | Sole | 2026-05-20 | |
| 2024-09-30 | $1,665,378 | 38,938 | Shares | Sole | 2026-05-20 | |
| 2024-06-30 | $1,520,977 | 39,150 | Shares | Sole | 2026-05-20 | |
| 2024-03-31 | $1,568,477 | 40,238 | Shares | Sole | 2026-05-20 | |
| 2023-03-31 | $1,497,194 | 43,906 | Shares | Sole | 2026-05-20 | |
| 2022-12-31 | $995,197 | 23,128 | Shares | Sole | 2026-05-20 | |
| 2022-09-30 | $1,012,261 | 23,249 | Shares | Sole | 2026-05-20 | |
| 2022-06-30 | $1,090,557 | 22,993 | Shares | Sole | 2026-05-20 | |
| No filing history on record for this holder in this stock. | ||||||