EADS & HEALD WEALTH MANAGEMENT

Position in TFC — Truist Financial Corp

CIK 1035912 ATLANTA, GA

Position in TFC

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$530,034

-$24,513 QoQ

Shares Held

11,530

+2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EADS & HEALD WEALTH MANAGEMENT holds $579,990 across 1 Banks - Regional name.

#	Ticker	Company	Shares	Value (USD)	Open
1	FITB	Fifth Third Bancorp	10,289	$579,990

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$530,034	11,530	+2.3%	Shares	Sole	2026-04-29
2025-12-31	$554,547	11,269	-3.6%	Shares	Sole	2026-01-29
2025-09-30	$534,375	11,688	+2.8%	Shares	Sole	2025-10-22
2025-06-30	$488,624	11,366	-27.4%	Shares	Sole	2025-07-22
2025-03-31	$644,162	15,654	-12.7%	Shares	Sole	2025-04-25
2024-12-31	$778,193	17,939	+28.0%	Shares	Sole	2025-01-17
2024-09-30	$599,378	14,014	+75.8%	Shares	Sole	2024-10-28
2024-06-30	$309,712	7,972	+33.6%	Shares	Sole	2024-07-23
2024-03-31	$232,593	5,967	-20.4%	Shares	Sole	2024-04-23
2023-03-31	$255,613	7,496	-45.0%	Shares	Sole	2023-04-21
2022-12-31	$586,929	13,640	+8.4%	Shares	Sole	2023-01-27
2022-09-30	$547,646	12,578	+26.1%	Shares	Sole	2022-10-27
2022-06-30	$473,066	9,974	-30.7%	Shares	Sole	2022-07-26
2022-03-31	$815,516	14,383	+21.9%	Shares	Sole	2022-04-27
2021-12-31	$691,007	11,802	+5.4%	Shares	Sole	2022-01-31
2021-09-30	$656,938	11,201	+6.5%	Shares	Sole	2021-10-27
2021-06-30	$583,638	10,516	+8.8%	Shares	Sole	2021-07-30
2021-03-31	$563,721	9,666	-3.8%	Shares	Sole	2021-04-29
2020-12-31	$481,792	10,052	-28.4%	Shares	Sole	2021-02-02
2020-09-30	$533,993	14,034	-13.5%	Shares	Sole	2020-11-02
2020-06-30	$609,398	16,229	+11.5%	Shares	Sole	2020-07-29
2020-03-31	$448,999	14,559	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.