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Vestmark Advisory Solutions, Inc.: TFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on TFC, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 76,387 TFC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,387 shares
    Change vs previous 13F +15,168 shares

    0.04% of the 13F portfolio, value $3,805,579.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 61,219 shares
    Change vs previous 13F +19,948 shares

    0.03% of the 13F portfolio, value $2,814,257.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 41,271 shares
    Change vs previous 13F +24,718 shares

    0.03% of the 13F portfolio, value $2,030,946.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,553 shares
    Change vs previous 13F +5,568 shares

    0.01% of the 13F portfolio, value $756,770.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,985 shares
    Change vs previous 13F -10,494 shares

    0.01% of the 13F portfolio, value $472,266.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,479 shares
    Change vs previous 13F +8,362 shares

    0.02% of the 13F portfolio, value $883,881.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,117 shares
    Change vs previous 13F +7,918 shares

    0.02% of the 13F portfolio, value $569,036.

    13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,199 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $222,361.

    13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).