Position in TFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,285,228
+$99,219 QoQ
Shares Held
27,958
+16.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 89.53787824594033.ToString("F0")%
Shared 0.ToString("F0")%
None 10.46212175405966.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Fiduciary Trust Co holds $28,491,784 across 44 Banks - Regional names. TFC ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
61,127 | $3,179,214 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
30,515 | $1,829,984 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
8,455 | $1,759,400 | |
| 4 | FITB |
Fifth Third Bancorp
|
30,931 | $1,437,054 | |
| 5 | INBK |
First Internet Bancorp
|
64,922 | $1,323,109 | |
| 6 | TFC |
Truist Financial Corp
This page
|
27,958 | $1,285,228 | |
| 7 | BAP |
Credicorp Ltd
|
2,941 | $997,527 | |
| 8 | ABCB |
Ameris Bancorp
|
11,689 | $911,624 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,285,228 | 27,958 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,186,009 | 24,101 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $836,813 | 18,303 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $620,732 | 14,439 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $648,770 | 15,766 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $584,545 | 13,475 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $384,416 | 8,988 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $298,678 | 7,688 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $295,779 | 7,588 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $298,571 | 8,087 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $219,581 | 7,675 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $237,670 | 7,831 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,138,461 | 33,386 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,611,989 | 37,462 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,896,645 | 43,561 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,007,617 | 42,328 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,411,677 | 42,534 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $3,136,288 | 53,566 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,197,890 | 54,525 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,938,114 | 52,939 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,868,585 | 49,187 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $2,381,976 | 49,697 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,879,859 | 49,405 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,791,209 | 47,702 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,682,136 | 54,544 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||