Position in TFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$29,810,743
+$1,252,754 QoQ
Shares Held
598,369
-3.7% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#138
of 1,681 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $313,294,370 across 127 Banks - Regional names. TFC ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
152,886 | $37,643,590 | |
| 2 | USB |
US Bancorp \De\
|
606,349 | $36,623,479 | |
| 3 | TFC |
Truist Financial Corp
This page
|
598,369 | $29,810,743 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
87,174 | $13,470,126 | |
| 5 | MTB |
M&T Bank Corp
|
55,678 | $13,251,920 | |
| 6 | FITB |
Fifth Third Bancorp
|
199,782 | $11,261,711 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
548,854 | $9,731,181 | |
| 8 | INDB |
Independent Bank Corp
|
98,821 | $8,273,294 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,810,743 | 598,369 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $28,557,989 | 621,231 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $31,051,017 | 630,990 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $29,778,441 | 651,322 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $27,762,641 | 645,793 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $28,294,122 | 687,585 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $29,207,710 | 673,299 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $29,526,611 | 690,358 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $28,277,555 | 727,865 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $29,403,432 | 754,321 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $27,625,020 | 748,240 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $20,759,272 | 725,595 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $21,183,328 | 697,968 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $18,876,600 | 553,566 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $21,496,841 | 499,578 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $24,352,923 | 559,323 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $25,902,234 | 546,115 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $31,262,679 | 551,370 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $32,416,910 | 553,662 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $29,846,750 | 508,896 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $28,382,755 | 511,401 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $31,496,824 | 540,069 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $23,584,435 | 492,060 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $18,290,673 | 480,701 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $18,306,976 | 487,536 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $14,454,183 | 468,683 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||