Position in TFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$274,010
+$21,175 QoQ
Shares Held
5,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#325
of 487 holders
Holding Since
Mar 2020
17 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, 2026FIRST MERCHANTS CORP holds $31,775,514 across 8 Banks - Regional names. TFC ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRME |
First Merchants Corp
|
521,994 | $22,805,917 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
39,202 | $6,057,492 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
94,895 | $1,682,488 | |
| 4 | INBK |
First Internet Bancorp
|
11,172 | $310,581 | |
| 5 | TFC |
Truist Financial Corp
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|
5,500 | $274,010 | |
| 6 | KEY |
Keycorp /New/
|
9,894 | $228,056 | |
| 7 | LKFN |
Lakeland Financial Corp
|
3,500 | $216,020 | |
| 8 | USB |
US Bancorp \De\
|
3,327 | $200,950 |
All Filings in TFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,010 | 5,500 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $252,835 | 5,500 | Shares | Sole | 2026-04-16 | |
| 2023-09-30 | $217,207 | 7,592 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $288,051 | 9,491 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $936,999 | 27,478 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,406,219 | 148,878 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $5,690,547 | 130,697 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $6,117,189 | 128,973 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $7,242,971 | 127,742 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $7,583,161 | 129,516 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $7,475,645 | 127,462 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $6,556,659 | 118,138 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $6,806,059 | 116,702 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $5,188,757 | 108,257 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $4,313,005 | 113,351 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $4,321,291 | 115,081 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,484,981 | 113,002 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||