Position in TFC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$368,035
-$24,660 QoQ
Shares Held
8,006
+0.3% QoQ
Ownership
0.001%
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 4%
Shared 0%
None 96%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 20261ST SOURCE BANK holds $365,662,239 across 9 Banks - Regional names. TFC ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRCE |
1St Source Corp
|
5,179,191 | $358,451,808 | |
| 2 | LKFN |
Lakeland Financial Corp
|
58,434 | $3,352,942 | |
| 3 | USB |
US Bancorp De
|
27,548 | $1,432,770 | |
| 4 | KEY |
Keycorp /New/
|
35,460 | $710,973 | |
| 5 | HBNC |
Horizon Bancorp Inc /In/
|
36,000 | $596,520 | |
| 6 | TFC |
Truist Financial Corp
This page
|
8,006 | $368,035 | |
| 7 | ONB |
Old National Bancorp /In/
|
12,529 | $276,890 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
1,171 | $243,673 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $368,035 | 8,006 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $392,695 | 7,980 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $370,972 | 8,114 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $368,725 | 8,577 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $324,920 | 7,896 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $335,544 | 7,735 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $276,422 | 6,463 | Shares | Sole | 2024-12-11 | |
| 2024-06-30 | $271,444 | 6,987 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $260,737 | 6,689 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $281,145 | 7,615 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $279,204 | 9,759 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $237,003 | 7,809 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $331,588 | 9,724 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $438,045 | 10,180 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $444,630 | 10,212 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $464,339 | 9,790 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $556,113 | 9,808 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $566,881 | 9,682 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $561,867 | 9,580 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $571,927 | 10,305 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $356,626 | 6,115 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $336,420 | 7,019 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $227,044 | 5,967 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $301,188 | 8,021 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $255,693 | 8,291 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||