Position in TFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$11,062,531
+$773,066 QoQ
Shares Held
222,050
-0.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#263
of 1,685 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $60,522,032 across 23 Banks - Regional names. TFC ranks #3 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
69,004 | $16,990,164 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
265,136 | $11,217,904 | |
| 3 | TFC |
Truist Financial Corp
This page
|
222,050 | $11,062,531 | |
| 4 | FBNC |
First Bancorp /Nc/
|
62,695 | $4,008,091 | |
| 5 | USB |
US Bancorp De
|
60,178 | $3,634,751 | |
| 6 | MTB |
M&T Bank Corp
|
7,505 | $1,786,265 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
25,083 | $1,757,565 | |
| 8 | SBSI |
Southside Bancshares Inc
|
41,574 | $1,462,989 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,062,531 | 222,050 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $10,289,465 | 223,830 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $14,566,799 | 296,013 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $14,720,102 | 321,962 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,005,449 | 232,739 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,709,918 | 235,964 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $10,233,775 | 235,910 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,386,218 | 219,458 | Shares | Other | 2024-10-25 | |
| 2024-06-30 | $8,416,036 | 216,629 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $8,418,900 | 215,980 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $8,102,389 | 219,458 | Shares | Other | 2024-01-19 | |
| 2023-09-30 | $6,712,477 | 234,620 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $7,493,596 | 246,906 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $7,666,021 | 224,810 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $8,823,344 | 205,051 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $8,467,310 | 194,472 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $9,296,232 | 195,999 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $10,050,188 | 177,252 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $9,838,156 | 168,030 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $10,310,024 | 175,789 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $9,713,721 | 175,022 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $10,098,049 | 173,149 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $7,793,657 | 162,605 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $5,721,045 | 150,356 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $5,205,856 | 138,638 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,132,899 | 134,011 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||