Position in TFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$12,632,109
+$1,494,361 QoQ
Shares Held
253,555
+4.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#28
of 487 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026OLD NATIONAL BANCORP /IN/ holds $125,548,762 across 21 Banks - Regional names. TFC ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ONB |
Old National Bancorp /In/
|
1,516,625 | $39,280,586 | |
| 2 | USB |
US Bancorp De
|
423,598 | $25,585,319 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
285,425 | $19,999,729 | |
| 4 | TFC |
Truist Financial Corp
This page
|
253,555 | $12,632,109 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
86,310 | $8,706,952 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
162,535 | $7,448,978 | |
| 7 | FITB |
Fifth Third Bancorp
|
59,015 | $3,326,674 | |
| 8 | UMBF |
Umb Financial Corp
|
12,030 | $1,717,402 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,632,109 | 253,555 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $11,137,748 | 242,283 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $12,032,287 | 244,509 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $11,530,949 | 252,208 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $11,062,272 | 257,322 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $10,415,763 | 253,117 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $11,081,289 | 255,447 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $10,993,429 | 257,036 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $9,811,722 | 252,554 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $9,343,895 | 239,710 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $8,109,404 | 219,648 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $6,652,568 | 232,526 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $6,743,435 | 222,189 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $5,485,257 | 160,858 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $6,353,723 | 147,658 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,770,295 | 155,496 | Shares | Sole | 2023-02-17 | |
| 2022-06-30 | $5,720,437 | 120,608 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $5,291,016 | 93,316 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,365,053 | 91,632 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $5,509,111 | 93,932 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $5,744,804 | 103,510 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $6,930,922 | 118,843 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $7,727,417 | 161,223 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $9,663,482 | 253,968 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $10,533,299 | 280,514 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $8,137,595 | 263,865 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||