NORTHSTAR ASSET MANAGEMENT Co

Position in TFC — Truist Financial Corp

CIK 1132708 BLUE BELL, PA

Position in TFC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$149,460

-$65,490 QoQ

Shares Held

3,000

-40.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,405

of 1,681 holders

Holding Since

Jun 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NORTHSTAR ASSET MANAGEMENT Co holds $217,578 across 4 Banks - Regional names. TFC ranks #1 (68.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	3,000	$149,460
2	MTB	M&T Bank Corp	126	$29,989
3	EWBC	East West Bancorp Inc	200	$25,818
4	PNC	Pnc Financial Services Group, Inc.	50	$12,311

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$149,460	3,000	-40.0%	Shares	Sole	2026-07-27
2025-06-30	$214,950	5,000	-30.5%	Shares	Sole	2025-07-31
2025-03-31	$295,991	7,193	0.0%	Shares	Sole	2025-04-29
2024-12-31	$312,032	7,193	0.0%	Shares	Sole	2025-01-29
2024-09-30	$307,644	7,193	0.0%	Shares	Sole	2024-10-30
2024-06-30	$279,448	7,193	—	Shares	Sole	2024-07-18
No filing history on record for this holder in this stock.