Position in TFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$757,309
+$309,351 QoQ
Shares Held
16,474
+81.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026HARBOUR INVESTMENTS, INC. holds $16,738,784 across 112 Banks - Regional names. TFC ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
51,857 | $2,697,082 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
11,567 | $2,406,977 | |
| 3 | ASB |
Associated Banc-Corp
|
92,942 | $2,403,480 | |
| 4 | ISBA |
Isabella Bank Corp
|
27,021 | $1,234,049 | |
| 5 | FITB |
Fifth Third Bancorp
|
23,823 | $1,106,816 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
64,475 | $1,009,033 | |
| 7 | TFC |
Truist Financial Corp
This page
|
16,474 | $757,309 | |
| 8 | NIC |
Nicolet Bankshares Inc
|
4,419 | $656,751 |
All Filings in TFC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $757,309 | 16,474 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $447,958 | 9,103 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $294,436 | 6,440 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $226,729 | 5,274 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $216,654 | 5,265 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $171,784 | 3,960 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $184,467 | 4,313 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $146,697 | 3,776 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $146,837 | 3,767 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $185,079 | 5,013 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $142,220 | 4,971 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $161,886 | 5,334 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $169,783 | 4,979 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $227,026 | 5,276 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $198,455 | 4,558 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $216,185 | 4,558 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $115,987 | 1,981 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $1,085,904 | 18,515 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,016,149 | 18,309 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,066,439 | 18,286 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||