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SHELTON CAPITAL MANAGEMENT

Position in TFC — Truist Financial Corp

CIK 1002784 Denver, CO

Position in TFC

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$4,195,957
-$311,531 QoQ
Shares Held
91,276
-0.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

SHELTON CAPITAL MANAGEMENT holds $17,763,512 across 27 Banks - Regional names. TFC ranks #2 (23.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 TFC
Truist Financial Corp
This page
91,276 $4,195,957

All Filings in TFC

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,195,957 91,276
2025-12-31 $4,507,488 91,597
2025-09-30 $6,016,706 131,599
2025-06-30 $5,665,351 131,783
2025-03-31 $4,939,604 120,039
2024-12-31 $5,576,715 128,555
2024-09-30 $5,547,012 129,694
2024-06-30 $2,396,811 61,694
2024-03-31 $2,404,988 61,698
2023-12-31 $321,130 8,698
2023-09-30 $242,526 8,477
2023-06-30 $281,556 9,277
2023-03-31 $324,120 9,505
2022-12-31 $364,507 8,471
2022-09-30 $444,804 10,216
2022-06-30 $3,482,120 73,416
2022-03-31 $4,400,770 77,615
2021-12-31 $6,509,530 111,179
2021-09-30 $6,906,272 117,754
2021-06-30 $5,017,200 90,400
2021-03-31 $2,192,773 37,599
2020-12-31 $464,873 9,699
2020-09-30 $381,451 10,025
2020-06-30 $376,438 10,025
2020-03-31 $323,264 10,482