Position in TFC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,896,896
+$644,398 QoQ
Shares Held
38,075
+39.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#575
of 1,678 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Derivatives in TFC
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$29,892
PutShares
600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Jefferies Financial Group Inc. holds $104,576,923 across 36 Banks - Regional names. TFC ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
804,659 | $48,601,403 | |
| 2 | PNFP |
Pinnacle Financial Partners, Inc.
|
152,534 | $15,387,629 | |
| 3 | KEY |
Keycorp /New/
|
301,526 | $6,950,174 | |
| 4 | OZK |
Bank OZK
|
79,200 | $4,125,528 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
11,415 | $2,810,601 | |
| 6 | RF |
Regions Financial Corp
|
92,713 | $2,799,932 | |
| 7 | FITB |
Fifth Third Bancorp
|
45,665 | $2,574,136 | |
| 8 | TFC |
Truist Financial Corp
This page
|
38,075 | $1,896,896 |
All Filings in TFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,892 | 600 | Put | Defined | 2026-08-17 | |
| 2026-06-30 | $1,896,896 | 38,075 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,252,498 | 27,246 | Shares | Defined | 2026-05-08 | |
| 2026-03-31 | $597,610 | 13,000 | Put | Defined | 2026-05-08 | |
| 2025-12-31 | $9,842,000 | 200,000 | Put | Defined | 2026-02-09 | |
| 2025-12-31 | $334,972 | 6,807 | Shares | Defined | 2026-02-09 | |
| 2025-12-31 | $9,842,000 | 200,000 | Call | Defined | 2026-02-09 | |
| 2025-09-30 | $105,156 | 2,300 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $4,322,597 | 94,545 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $8,796,914 | 204,627 | Shares | Defined | 2025-08-12 | |
| 2024-12-31 | $867,600 | 20,000 | Shares | Defined | 2025-02-27 | |
| 2024-12-31 | $563,940 | 13,000 | Call | Defined | 2025-02-27 | |
| 2024-12-31 | $563,940 | 13,000 | Put | Defined | 2025-02-27 | |
| 2024-06-30 | $971,250 | 25,000 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $923,000 | 25,000 | Shares | Defined | 2024-05-06 | |
| 2023-06-30 | $219,794 | 7,242 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,467,732 | 43,042 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||