Position in TFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,404,497
+$1,101,827 QoQ
Shares Held
148,625
+8.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#315
of 1,688 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, 2026Clearstead Advisors, LLC holds $67,000,269 across 194 Banks - Regional names. TFC ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
895,538 | $20,642,150 | |
| 2 | TFC |
Truist Financial Corp
This page
|
148,625 | $7,404,497 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
27,966 | $6,885,788 | |
| 4 | FITB |
Fifth Third Bancorp
|
114,584 | $6,459,100 | |
| 5 | TFSL |
TFS Financial CORP
|
238,605 | $4,228,080 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
213,052 | $3,777,411 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,058 | $2,201,475 | |
| 8 | FMNB |
Farmers National Banc Corp /Oh/
|
105,002 | $1,533,029 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,404,497 | 148,625 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,302,670 | 137,104 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,392,231 | 129,897 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,496,379 | 98,346 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,130,006 | 96,069 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,707,244 | 90,091 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,943,198 | 90,899 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,919,485 | 91,641 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,911,573 | 100,684 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $799,557 | 20,512 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $774,766 | 20,985 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $605,988 | 21,181 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $653,526 | 21,533 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $707,404 | 20,745 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $859,610 | 19,977 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $873,978 | 20,073 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,010,496 | 21,305 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,259,874 | 22,220 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,176,679 | 20,097 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,188,014 | 20,256 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,107,003 | 19,946 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,164,883 | 19,974 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $955,244 | 19,930 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $741,061 | 19,476 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $793,957 | 21,144 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $619,298 | 20,081 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||