Position in TFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,608,698
+$215,116 QoQ
Shares Held
92,507
-3.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#56
of 434 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, 2026EQUITABLE TRUST CO holds $26,094,171 across 24 Banks - Regional names. TFC ranks #1 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
92,507 | $4,608,698 | |
| 2 | IBN |
Icici Bank Ltd
|
87,869 | $2,550,836 | |
| 3 | NU |
Nu Holdings Ltd.
|
179,422 | $2,397,077 | |
| 4 | LYG |
Lloyds Banking Group plc
|
379,030 | $2,209,744 | |
| 5 | RF |
Regions Financial Corp
|
64,167 | $1,937,843 | |
| 6 | ONB |
Old National Bancorp /In/
|
56,559 | $1,464,878 | |
| 7 | USB |
US Bancorp De
|
23,988 | $1,448,874 | |
| 8 | KEY |
Keycorp /New/
|
62,622 | $1,443,436 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,608,698 | 92,507 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,393,582 | 95,575 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,726,271 | 116,364 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,406,892 | 118,261 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,413,878 | 79,411 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,455,488 | 83,973 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,968,011 | 91,471 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,158,184 | 97,222 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,580,688 | 66,427 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,660,579 | 68,255 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,952,883 | 52,895 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,525,971 | 53,337 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,543,144 | 50,845 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,756,217 | 51,502 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,043,081 | 70,720 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $2,524,971 | 57,992 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,803,728 | 59,113 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,022,846 | 53,313 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,189,042 | 54,467 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,126,126 | 87,402 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $4,864,463 | 87,648 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $6,910,161 | 118,487 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $9,333,839 | 194,739 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,421,956 | 195,058 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $7,312,110 | 194,730 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $6,741,191 | 218,586 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||