MARINO, STRAM & ASSOCIATES LLC

Position in TFC — Truist Financial Corp

CIK 1099762 BRAINTREE, MA

Position in TFC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,204,498

+$107,011 QoQ

Shares Held

24,177

+1.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#691

of 1,678 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MARINO, STRAM & ASSOCIATES LLC holds $2,354,481 across 3 Banks - Regional names. TFC ranks #1 (51.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	24,177	$1,204,498
2	LYG	Lloyds Banking Group plc	152,911	$891,471
3	USB	US Bancorp De	4,280	$258,512

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,204,498	24,177	+1.3%	Shares	Sole	2026-07-24
2026-03-31	$1,097,487	23,874	-0.9%	Shares	Sole	2026-04-29
2025-12-31	$1,186,010	24,101	+62.9%	Shares	Sole	2026-01-16
2025-09-30	$676,564	14,798	+0.5%	Shares	Sole	2025-11-03
2025-06-30	$633,156	14,728	-33.4%	Shares	Sole	2025-07-18
2025-03-31	$910,402	22,124	+0.1%	Shares	Sole	2025-04-21
2024-12-31	$959,088	22,109	+0.3%	Shares	Sole	2025-01-17
2024-09-30	$942,907	22,046	-0.2%	Shares	Sole	2024-10-21
2024-06-30	$857,963	22,084	-0.1%	Shares	Sole	2024-07-18
2024-03-31	$861,613	22,104	+1.0%	Shares	Sole	2024-04-24
2023-12-31	$807,735	21,878	-2.0%	Shares	Sole	2024-01-30
2023-09-30	$638,460	22,316	+1.9%	Shares	Sole	2023-10-30
2023-06-30	$664,452	21,893	-1.4%	Shares	Sole	2023-07-20
2023-03-31	$756,849	22,195	+6.6%	Shares	Sole	2023-04-20
2022-12-31	$895,841	20,819	+1.2%	Shares	Sole	2023-01-19
2022-09-30	$896,096	20,581	+10.7%	Shares	Sole	2022-10-17
2022-06-30	$881,676	18,589	+10.7%	Shares	Sole	2022-07-15
2022-03-31	$951,879	16,788	+5.5%	Shares	Sole	2022-04-25
2021-12-31	$931,881	15,916	+3.0%	Shares	Sole	2022-01-20
2021-09-30	$906,553	15,457	+203.5%	Shares	Sole	2021-10-14
2021-06-30	$282,661	5,093	-53.9%	Shares	Sole	2021-07-22
2021-03-31	$644,610	11,053	+12.1%	Shares	Sole	2021-04-26
2020-12-31	$472,446	9,857	+60.9%	Shares	Sole	2021-01-19
2020-09-30	$233,132	6,127	—	Shares	Sole	2020-10-22
No filing history on record for this holder in this stock.