Position in TFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$294,535
+$22,761 QoQ
Shares Held
5,912
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,212
of 1,678 holders
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026KLINGENSTEIN FIELDS & CO LP holds $1,057,027 across 3 Banks - Regional names. TFC ranks #3 (27.9% of the industry book) .
All Filings in TFC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,535 | 5,912 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $271,774 | 5,912 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $290,929 | 5,912 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $270,296 | 5,912 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $254,156 | 5,912 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $243,278 | 5,912 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $256,462 | 5,912 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $252,856 | 5,912 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $229,681 | 5,912 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $230,449 | 5,912 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $218,271 | 5,912 | Shares | Sole | 2024-02-01 | |
| 2021-12-31 | $200,533 | 3,425 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $200,876 | 3,425 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||