Position in TFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$826,811
+$13,786 QoQ
Shares Held
16,596
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#804
of 1,678 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, 2026WESTPAC BANKING CORP holds $14,605,294 across 12 Banks - Regional names. TFC ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
120,609 | $7,284,783 | |
| 2 | FITB |
Fifth Third Bancorp
|
60,823 | $3,428,592 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
8,380 | $2,063,323 | |
| 4 | TFC |
Truist Financial Corp
This page
|
16,596 | $826,811 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,360 | $238,076 | |
| 6 | MTB |
M&T Bank Corp
|
846 | $201,355 | |
| 7 | HDB |
Hdfc Bank Ltd
|
6,120 | $158,079 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
8,478 | $150,314 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $826,811 | 16,596 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $813,025 | 17,686 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $262,240 | 5,329 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $191,292 | 4,184 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $179,870 | 4,184 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $304,016 | 7,388 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $364,261 | 8,397 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $359,139 | 8,397 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $326,223 | 8,397 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $375,962 | 9,645 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $356,167 | 9,647 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $336,024 | 11,745 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $242,830 | 8,001 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $3,944,687 | 115,680 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $5,082,488 | 118,115 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $4,946,839 | 113,616 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $5,388,805 | 113,616 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $6,442,026 | 113,616 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $6,668,024 | 113,886 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $6,827,974 | 116,419 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $6,582,799 | 118,609 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $6,789,556 | 116,419 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,579,962 | 116,419 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $4,429,742 | 116,419 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $3,840,951 | 102,289 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $3,696,389 | 119,857 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||