TRUIST FINANCIAL CORP

Position in LOB — Live Oak Bancshares, Inc.

CIK 92230 CHARLOTTE, NC

Position in LOB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,195,427

+$425,922 QoQ

Shares Held

29,271

+25.8% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#97

of 240 holders

Holding Since

Sep 2020

12 quarters on record

Voting authority Sole 24% Shared 0% None 76%

Financial Services · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $746,044,510 across 68 Banks - Regional names. LOB ranks #29 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,195,427	29,271	+25.8%	Shares	Defined	2026-07-28
2026-03-31	$769,505	23,269	-1.2%	Shares	Defined	2026-04-27
2025-12-31	$808,633	23,541	+4.9%	Shares	Defined	2026-02-02
2025-09-30	$790,055	22,432	+9.5%	Shares	Defined	2025-11-03
2025-06-30	$610,482	20,486	-2.1%	Shares	Defined	2025-07-18
2025-03-31	$558,073	20,933	+28.3%	Shares	Defined	2025-04-29
2024-12-31	$645,060	16,310	+65.5%	Shares	Defined	2025-01-31
2024-09-30	$466,736	9,853	+10.8%	Shares	Defined	2024-11-13
2024-06-30	$311,718	8,891	+2.9%	Shares	Defined	2024-08-21
2021-03-31	$591,821	8,641	+2.7%	Shares	Defined	2021-05-17
2020-12-31	$399,423	8,416	-11.2%	Shares	Defined	2021-11-19
2020-09-30	$240,179	9,482	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.