Position in TFC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,001,093
-$1,491,322 QoQ
Shares Held
152,297
-11.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026ALERUS FINANCIAL NA holds $67,421,757 across 9 Banks - Regional names. TFC ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALRS |
Alerus Financial Corp
|
2,241,741 | $53,151,678 | |
| 2 | TFC |
Truist Financial Corp
This page
|
152,297 | $7,001,093 | |
| 3 | FITB |
Fifth Third Bancorp
|
69,263 | $3,217,958 | |
| 4 | USB |
US Bancorp De
|
24,158 | $1,256,457 | |
| 5 | MTB |
M&T Bank Corp
|
4,684 | $968,276 | |
| 6 | KEY |
Keycorp /New/
|
48,194 | $966,289 | |
| 7 | BRBS |
Blue Ridge Bankshares, Inc.
|
151,148 | $634,821 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
13,818 | $216,251 |
All Filings in TFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,001,093 | 152,297 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,492,415 | 172,575 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,517,648 | 164,428 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,613,968 | 153,849 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,880,088 | 142,894 | Shares | Sole | 2025-05-13 | |
| 2020-06-30 | $1,133,934 | 30,198 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||