Position in TFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,558,007
+$182,738 QoQ
Shares Held
51,345
-0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#496
of 1,677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LOWE BROCKENBROUGH & CO INC holds $17,727,147 across 5 Banks - Regional names. TFC ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
53,191 | $13,096,688 | |
| 2 | TFC |
Truist Financial Corp
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|
51,345 | $2,558,007 | |
| 3 | USB |
US Bancorp De
|
17,657 | $1,066,482 | |
| 4 | VABK |
Virginia National Bankshares Corp
|
17,000 | $754,460 | |
| 5 | BHRB |
Burke & Herbert Financial Services Corp.
|
3,500 | $251,510 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,558,007 | 51,345 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,375,269 | 51,670 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,337,872 | 27,187 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,240,200 | 27,126 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,112,624 | 25,881 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,065,003 | 25,881 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,131,393 | 26,081 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,234,171 | 28,856 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,051,203 | 27,058 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,054,720 | 27,058 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,078,396 | 29,209 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $873,806 | 30,542 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,086,590 | 35,802 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,380,981 | 40,498 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,916,719 | 207,221 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,436,380 | 216,729 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $10,826,039 | 228,253 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $13,250,109 | 233,688 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $13,822,952 | 236,088 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,219,457 | 242,446 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $13,316,226 | 239,932 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $13,729,694 | 235,420 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,088,222 | 231,342 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $8,519,242 | 223,896 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,296,295 | 61,153 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,921,393 | 62,302 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||