Position in TFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$219,407
+$16,956 QoQ
Shares Held
4,404
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,342
of 1,681 holders
Holding Since
Mar 2026
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 Jun 30, 2026Orographic Financial Advisors, LLC holds $676,755 across 2 Banks - Regional names. TFC ranks #2 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
7,572 | $457,348 | |
| 2 | TFC |
Truist Financial Corp
This page
|
4,404 | $219,407 |
All Filings in TFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,407 | 4,404 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $202,451 | 4,404 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||