Position in CFR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,023,955
+$133,213 QoQ
Shares Held
19,570
-7.2% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#157
of 566 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $746,044,510 across 68 Banks - Regional names. CFR ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,291,446 | $317,979,832 | |
| 2 | TFC |
Truist Financial Corp
|
4,354,869 | $216,959,573 | |
| 3 | USB |
US Bancorp \De\
|
891,123 | $53,823,829 | |
| 4 | FCNCA |
First Citizens Bancshares Inc /De/
|
10,069 | $20,951,473 | |
| 5 | FITB |
Fifth Third Bancorp
|
286,718 | $16,162,291 | |
| 6 | MTB |
M&T Bank Corp
|
67,136 | $15,979,038 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
804,646 | $14,266,372 | |
| 8 | RF |
Regions Financial Corp
|
467,828 | $14,128,405 |
All Filings in CFR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,023,955 | 19,570 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $2,890,742 | 21,088 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,701,396 | 21,333 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $5,109,590 | 40,306 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $4,253,259 | 33,089 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $4,174,167 | 33,340 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $4,409,037 | 32,842 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $1,654,296 | 14,789 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,630,041 | 16,039 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $1,826,447 | 16,225 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,715,225 | 15,810 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $1,795,103 | 19,681 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,311,571 | 21,497 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $2,501,718 | 23,749 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $2,791,120 | 20,876 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $2,860,049 | 21,631 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $2,958,876 | 25,409 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $4,509,673 | 32,582 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $4,454,177 | 35,331 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,079,458 | 34,391 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $3,266,144 | 29,162 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,857,775 | 26,276 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,213,110 | 25,371 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $1,851,094 | 28,946 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $3,270,727 | 43,779 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $1,852,672 | 33,208 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||