Position in TFC
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$815,460
+$1,724 QoQ
Shares Held
17,739
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026NBT BANK N A /NY holds $14,852,712 across 29 Banks - Regional names. TFC ranks #3 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBTB |
Nbt Bancorp Inc
|
260,470 | $11,090,811 | |
| 2 | USB |
US Bancorp \De\
|
36,210 | $1,883,280 | |
| 3 | TFC |
Truist Financial Corp
This page
|
17,739 | $815,460 | |
| 4 | DB |
Deutsche Bank Aktiengesellschaft
|
10,000 | $297,800 | |
| 5 | WBS |
Webster Financial Corp
|
2,279 | $158,207 | |
| 6 | MTB |
M&T Bank Corp
|
667 | $137,882 | |
| 7 | KEY |
Keycorp /New/
|
4,723 | $94,696 | |
| 8 | CZFS |
Citizens Financial Services Inc
|
1,210 | $73,991 |
All Filings in TFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $815,460 | 17,739 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $813,736 | 16,536 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $763,340 | 16,696 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $681,347 | 15,849 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $563,384 | 13,691 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $542,899 | 12,515 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $519,612 | 12,149 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $521,133 | 13,414 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $452,674 | 11,613 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $448,393 | 12,145 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $365,663 | 12,781 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $376,794 | 12,415 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $415,610 | 12,188 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $473,888 | 11,013 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $517,864 | 11,894 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $559,198 | 11,790 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $569,664 | 10,047 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $559,444 | 9,555 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $584,388 | 9,964 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $537,017 | 9,676 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $564,129 | 9,673 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $421,783 | 8,800 | Shares | Sole | 2021-01-15 | |
| No filing history on record for this holder in this stock. | ||||||