Position in TFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,943,278
+$230,574 QoQ
Shares Held
39,006
+4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#567
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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $6,828,808 across 41 Banks - Regional names. TFC ranks #1 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
39,006 | $1,943,278 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
99,253 | $1,759,755 | |
| 3 | USB |
US Bancorp De
|
15,736 | $950,454 | |
| 4 | WSBC |
Wesbanco Inc
|
13,771 | $537,482 | |
| 5 | CBSH |
Commerce Bancshares Inc /Mo/
|
9,121 | $526,737 | |
| 6 | FITB |
Fifth Third Bancorp
|
6,776 | $381,963 | |
| 7 | WTFC |
Wintrust Financial Corp
|
977 | $157,023 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
352 | $86,669 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,943,278 | 39,006 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,712,704 | 37,257 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,823,476 | 37,055 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,650,857 | 36,108 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,446,226 | 33,641 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $138,181 | 3,358 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $150,832 | 3,477 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $139,815 | 3,269 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $126,573 | 3,258 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $126,529 | 3,246 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $89,863 | 2,434 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $67,691 | 2,366 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $62,885 | 2,072 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $70,552 | 2,069 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $94,364 | 2,193 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $95,396 | 2,191 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $158,036 | 3,332 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $181,723 | 3,205 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $187,652 | 3,205 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $205,978 | 3,512 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $194,860 | 3,511 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $197,413 | 3,385 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $151,890 | 3,169 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $120,504 | 3,167 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $118,845 | 3,165 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $49,621 | 1,609 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||