Position in TFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$30,838
+$2,383 QoQ
Shares Held
619
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,512
of 1,677 holders
Holding Since
Mar 2020
21 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, 2026VALLEY WEALTH MANAGERS, INC. holds $43,554,710 across 8 Banks - Regional names. TFC ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
449,107 | $31,468,926 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
25,113 | $6,183,322 | |
| 3 | USB |
US Bancorp De
|
92,049 | $5,559,758 | |
| 4 | VLY |
Valley National Bancorp
|
19,191 | $281,147 | |
| 5 | TFC |
Truist Financial Corp
This page
|
619 | $30,838 | |
| 6 | PB |
Prosperity Bancshares Inc
|
216 | $15,774 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
655 | $11,613 | |
| 8 | MTB |
M&T Bank Corp
|
14 | $3,332 |
All Filings in TFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,838 | 619 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $28,455 | 619 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $30,460 | 619 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $28,300 | 619 | Shares | Sole | 2025-11-03 | |
| 2024-12-31 | $26,028 | 600 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $25,662 | 600 | Shares | Sole | 2024-11-06 | |
| 2023-09-30 | $28 | 1 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,314,583 | 109,212 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $3,816,812 | 111,930 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,021,135 | 70,210 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $3,373,042 | 77,470 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $3,608,284 | 76,076 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $4,016,287 | 70,834 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $3,885,026 | 66,354 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,926,910 | 66,955 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,693,802 | 66,555 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,507,598 | 60,144 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $2,870,144 | 59,882 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,254,919 | 59,262 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,276,994 | 60,639 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,860,052 | 60,313 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||