Position in TFC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,003,723
+$77,106 QoQ
Shares Held
20,147
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#741
of 1,681 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $12,381,454 across 23 Banks - Regional names. TFC ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JMSB |
John Marshall Bancorp, Inc.
|
336,253 | $7,330,315 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
27,080 | $1,897,495 | |
| 3 | TFC |
Truist Financial Corp
This page
|
20,147 | $1,003,723 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
11,738 | $537,952 | |
| 5 | FBK |
FB Financial Corp
|
9,695 | $536,618 | |
| 6 | AUB |
Atlantic Union Bankshares Corp
|
5,570 | $235,666 | |
| 7 | SBCF |
Seacoast Banking Corp Of Florida
|
6,590 | $219,117 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
4,400 | $148,544 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,003,723 | 20,147 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $926,617 | 20,157 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $634,710 | 12,898 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $429,310 | 9,390 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $400,623 | 9,319 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $378,456 | 9,197 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $341,443 | 7,871 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $284,762 | 6,658 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $214,102 | 5,511 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $198,291 | 5,087 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $139,557 | 3,780 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $104,998 | 3,670 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $115,178 | 3,795 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $172,409 | 5,056 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $217,559 | 5,056 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $220,138 | 5,056 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $244,454 | 5,154 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $286,675 | 5,056 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $296,028 | 5,056 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $296,534 | 5,056 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $315,628 | 5,687 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $331,607 | 5,686 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $272,482 | 5,685 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $177,198 | 4,657 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $187,937 | 5,005 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $178,255 | 5,780 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||