SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in TFC — Truist Financial Corp
CIK 1080576
JACKSON, TN
Position in TFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$882,461
+$22,868 QoQ
Shares Held
17,713
-5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#782
of 1,681 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SILVER OAK SECURITIES, INCORPORATED holds $6,257,147 across 11 Banks - Regional names. TFC ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAL |
Western Alliance Bancorporation
|
15,115 | $1,242,453 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
16,396 | $1,148,867 | |
| 3 | TFC |
Truist Financial Corp
This page
|
17,713 | $882,461 | |
| 4 | SMBK |
Smartfinancial Inc.
|
16,018 | $751,564 | |
| 5 | SYBT |
Stock Yards Bancorp, Inc.
|
8,900 | $680,583 | |
| 6 | USB |
US Bancorp \De\
|
8,752 | $528,620 | |
| 7 | FITB |
Fifth Third Bancorp
|
7,029 | $396,224 | |
| 8 | RBCAA |
Republic Bancorp Inc /Ky/
|
3,486 | $315,238 |
All Filings in TFC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $882,461 | 17,713 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $859,593 | 18,699 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,254,953 | 25,502 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,014,023 | 22,179 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $868,483 | 20,202 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $634,574 | 15,421 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $629,183 | 14,504 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $563,280 | 13,170 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $432,789 | 11,140 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $344,544 | 8,839 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $432,517 | 11,715 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $213,030 | 7,446 | Shares | Sole | 2023-11-20 | |
| 2023-06-30 | $268,870 | 8,859 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $260,660 | 7,644 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $298,671 | 6,941 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $324,198 | 7,446 | Shares | Sole | 2023-10-23 | |
| 2022-06-30 | $305,164 | 6,434 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $347,004 | 6,120 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||