Position in TFC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$554,260
-$249,683 QoQ
Shares Held
12,057
-26.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CITIZENS FINANCIAL GROUP INC/RI holds $54,140,129 across 19 Banks - Regional names. TFC ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
11,126 | $20,968,727 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
315,426 | $18,916,096 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
18,858 | $3,924,160 | |
| 4 | USB |
US Bancorp De
|
64,987 | $3,379,973 | |
| 5 | PFS |
Provident Financial Services Inc
|
61,461 | $1,300,514 | |
| 6 | NU |
Nu Holdings Ltd.
|
62,812 | $902,608 | |
| 7 | MTB |
M&T Bank Corp
|
2,802 | $579,229 | |
| 8 | TFC |
Truist Financial Corp
This page
|
12,057 | $554,260 |
All Filings in TFC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $554,260 | 12,057 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $803,943 | 16,337 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $656,036 | 14,349 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $738,998 | 17,190 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $687,657 | 16,711 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $634,779 | 14,633 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $408,367 | 9,548 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $334,498 | 8,610 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $252,356 | 6,474 | Shares | Defined | 2024-05-17 | |
| 2023-12-31 | $220,117 | 5,962 | Shares | Defined | 2024-02-02 | |
| 2023-06-30 | $219,582 | 7,235 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $423,283 | 12,413 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $540,930 | 12,571 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $597,499 | 13,723 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $648,984 | 13,683 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $757,228 | 13,355 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $843,529 | 14,407 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $839,809 | 14,319 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $116,780 | 3,110 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $213,936 | 6,937 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||