Position in TFSL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$834,027
+$172,736 QoQ
Shares Held
47,067
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#67
of 235 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFSL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Frank, Rimerman Advisors LLC holds $20,751,728 across 18 Banks - Regional names. TFSL ranks #10 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KB |
KB Financial Group Inc.
|
28,786 | $3,021,378 | |
| 2 | SHG |
Shinhan Financial Group Co Ltd
|
46,041 | $2,912,093 | |
| 3 | IBN |
Icici Bank Ltd
|
86,915 | $2,523,142 | |
| 4 | WF |
Woori Financial Group Inc.
|
38,737 | $2,223,503 | |
| 5 | TFC |
Truist Financial Corp
|
43,867 | $2,185,453 | |
| 6 | RF |
Regions Financial Corp
|
37,952 | $1,146,150 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
|
122,420 | $1,000,171 | |
| 8 | KEY |
Keycorp /New/
|
42,762 | $985,664 |
All Filings in TFSL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $834,027 | 47,067 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $661,291 | 47,067 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $629,756 | 47,067 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $622,201 | 47,208 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $608,494 | 46,988 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $249,373 | 20,127 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $199,415 | 15,877 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $160,377 | 12,471 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $387,042 | 30,669 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||