Position in TFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,365,800
+$330,445 QoQ
Shares Held
127,776
-2.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#344
of 1,689 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026STEPHENS INC /AR/ holds $82,174,146 across 29 Banks - Regional names. TFC ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
80,622 | $19,850,748 | |
| 2 | USB |
US Bancorp \De\
|
285,182 | $17,224,992 | |
| 3 | HOMB |
Home Bancshares Inc
|
251,912 | $7,192,087 | |
| 4 | TFC |
Truist Financial Corp
This page
|
127,776 | $6,365,800 | |
| 5 | FHN |
First Horizon Corp
|
246,623 | $6,323,413 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
2,901 | $6,036,371 | |
| 7 | SFNC |
Simmons First National Corp
|
150,442 | $3,407,511 | |
| 8 | RF |
Regions Financial Corp
|
79,276 | $2,394,135 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,365,800 | 127,776 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $6,035,355 | 131,289 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $6,158,779 | 125,153 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $5,979,855 | 130,793 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $5,627,949 | 130,913 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $5,419,948 | 131,712 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $5,641,699 | 130,053 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $5,688,324 | 132,998 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $5,397,974 | 138,944 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $5,377,368 | 137,952 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,417,160 | 146,727 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $4,569,560 | 159,719 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $10,201,302 | 336,122 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $11,870,175 | 348,099 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,463,906 | 243,177 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,142,730 | 232,952 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $10,415,817 | 219,604 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $11,233,404 | 198,120 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $13,267,430 | 226,600 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $16,795,893 | 286,375 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $15,841,254 | 285,428 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $16,282,302 | 279,189 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $12,215,871 | 254,869 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $10,198,161 | 268,020 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,743,618 | 286,115 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $8,822,398 | 286,070 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||