Position in TFIN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$312,021
-$55,992 QoQ
Shares Held
5,230
-11.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFIN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $97,803,776 across 62 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
65,354 | $16,091,461 | |
| 2 | USB |
US Bancorp De
|
193,924 | $11,713,009 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
65,020 | $6,559,217 | |
| 4 | TFC |
Truist Financial Corp
|
97,766 | $4,870,702 | |
| 5 | FITB |
Fifth Third Bancorp
|
64,043 | $3,610,103 | |
| 6 | RF |
Regions Financial Corp
|
102,153 | $3,085,020 | |
| 7 | UMBF |
Umb Financial Corp
|
16,041 | $2,290,013 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
31,425 | $2,201,949 |
All Filings in TFIN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $312,021 | 5,230 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $368,013 | 5,876 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $287,980 | 5,755 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $281,281 | 5,104 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $280,965 | 4,861 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||