Position in TFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$477,375
+$42,453 QoQ
Shares Held
9,582
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,020
of 1,678 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $3,525,483 across 21 Banks - Regional names. TFC ranks #5 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
26,321 | $636,704 | |
| 2 | USB |
US Bancorp De
|
10,504 | $634,441 | |
| 3 | PFS |
Provident Financial Services Inc
|
22,635 | $535,091 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,941 | $477,913 | |
| 5 | TFC |
Truist Financial Corp
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|
9,582 | $477,375 | |
| 6 | FITB |
Fifth Third Bancorp
|
7,026 | $396,055 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
8,673 | $153,772 | |
| 8 | FBNC |
First Bancorp /Nc/
|
999 | $63,866 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,375 | 9,582 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $434,922 | 9,461 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $466,264 | 9,475 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $395,020 | 8,640 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $371,132 | 8,633 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $393,311 | 9,558 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $421,696 | 9,721 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $389,934 | 9,117 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $384,925 | 9,908 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $404,495 | 10,377 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $381,272 | 10,327 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,434,447 | 50,138 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,547,611 | 51,093 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,877,102 | 55,047 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,362,820 | 54,911 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,495,059 | 57,305 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,811,555 | 59,278 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,369,284 | 59,423 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,479,802 | 59,433 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,287,332 | 56,050 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,820,565 | 50,821 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,543,568 | 43,614 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,007,979 | 41,894 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,667,389 | 43,821 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,849,975 | 49,267 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,912,357 | 62,009 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||