New York Life Investment Management LLC
Position in TFC — Truist Financial Corp
CIK 1133639
New York, NY
Position in TFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,645,214
+$584,007 QoQ
Shares Held
173,529
-1.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#294
of 1,681 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026New York Life Investment Management LLC holds $80,941,697 across 17 Banks - Regional names. TFC ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
59,920 | $14,753,502 | |
| 2 | USB |
US Bancorp \De\
|
230,911 | $13,947,024 | |
| 3 | TFC |
Truist Financial Corp
This page
|
173,529 | $8,645,214 | |
| 4 | FITB |
Fifth Third Bancorp
|
135,131 | $7,617,334 | |
| 5 | WBS |
Webster Financial Corp
|
72,389 | $5,531,967 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
303,503 | $5,381,108 | |
| 7 | MTB |
M&T Bank Corp
|
21,923 | $5,217,893 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
63,253 | $4,432,137 |
All Filings in TFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,645,214 | 173,529 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,061,207 | 175,358 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,629,367 | 175,358 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,003,468 | 175,054 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,654,842 | 178,061 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $7,240,424 | 175,952 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,558,049 | 197,281 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $8,475,517 | 198,165 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,926,253 | 204,022 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $7,852,715 | 201,455 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $7,695,493 | 208,437 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,921,840 | 206,985 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,317,716 | 208,162 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,108,281 | 208,454 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $8,968,871 | 208,433 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,081,486 | 208,578 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $9,979,556 | 210,406 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||