Position in TFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$256,024
-$10,877 QoQ
Shares Held
5,139
-11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,270
of 1,678 holders
Holding Since
Dec 2022
13 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, 2026CALTON & ASSOCIATES, INC. holds $1,145,124 across 2 Banks - Regional names. TFC ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,611 | $889,100 | |
| 2 | TFC |
Truist Financial Corp
This page
|
5,139 | $256,024 |
All Filings in TFC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,024 | 5,139 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $266,901 | 5,806 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $272,623 | 5,540 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $261,472 | 5,719 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $271,954 | 6,326 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $270,478 | 6,573 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $250,345 | 5,771 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $246,996 | 5,775 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $326,068 | 8,393 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $200,474 | 5,143 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $374,479 | 10,143 | Shares | Sole | 2024-02-07 | |
| 2023-03-31 | $240,609 | 7,056 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $339,463 | 7,889 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||