Welch & Forbes LLC

Position in TFC — Truist Financial Corp

CIK 105495 Boston, MA

Position in TFC

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

Position Value

$995,901

+$76,961 QoQ

Shares Held

19,990

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#745

of 1,678 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Welch & Forbes LLC holds $5,769,939 across 5 Banks - Regional names. TFC ranks #3 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	9,520	$2,344,014
2	USB	US Bancorp De	24,552	$1,482,940
3	TFC	Truist Financial Corp This page	19,990	$995,901
4	MTB	M&T Bank Corp	2,058	$489,824
5	SMBC	Southern Missouri Bancorp, Inc.	6,000	$457,260

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$995,901	19,990	0.0%	Shares	Sole	2026-07-30
2026-03-31	$918,940	19,990	-2.5%	Shares	Sole	2026-05-01
2025-12-31	$1,009,198	20,508	-12.0%	Shares	Sole	2026-02-10
2025-09-30	$1,065,047	23,295	-4.7%	Shares	Sole	2025-11-04
2025-06-30	$1,050,718	24,441	-0.7%	Shares	Sole	2025-08-05
2025-03-31	$1,012,783	24,612	-8.3%	Shares	Sole	2025-05-02
2024-12-31	$1,164,536	26,845	-3.5%	Shares	Sole	2025-02-07
2024-09-30	$1,189,433	27,810	-7.8%	Shares	Sole	2024-11-04
2024-06-30	$1,171,444	30,153	-24.0%	Shares	Sole	2024-08-02
2024-03-31	$1,546,999	39,687	-9.8%	Shares	Sole	2024-05-03
2023-12-31	$1,624,258	43,994	-2.9%	Shares	Sole	2024-02-06
2023-09-30	$1,295,718	45,289	-9.0%	Shares	Sole	2023-11-03
2023-06-30	$1,509,639	49,741	-2.5%	Shares	Sole	2023-07-28
2023-03-31	$1,739,543	51,013	-2.1%	Shares	Sole	2023-04-14
2022-12-31	$2,241,819	52,099	+0.3%	Shares	Sole	2023-02-02
2022-09-30	$2,261,293	51,936	+0.2%	Shares	Sole	2022-10-31
2022-06-30	$2,457,253	51,808	+2.1%	Shares	Sole	2022-07-22
2022-03-31	$2,875,880	50,721	-3.7%	Shares	Sole	2022-04-25
2021-12-31	$3,082,891	52,654	-1.6%	Shares	Sole	2022-01-19
2021-09-30	$3,139,358	53,527	0.0%	Shares	Sole	2021-10-13
2021-06-30	$2,970,748	53,527	-0.6%	Shares	Sole	2021-07-22
2021-03-31	$3,140,065	53,842	-0.8%	Shares	Sole	2021-04-14
2020-12-31	$2,600,777	54,262	+10.4%	Shares	Sole	2021-01-20
2020-09-30	$1,869,929	49,144	+12.3%	Shares	Sole	2020-10-23
2020-06-30	$1,642,925	43,753	-0.5%	Shares	Sole	2020-07-15
2020-03-31	$1,356,589	43,988	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.