TCV Trust & Wealth Management, Inc.

Position in TFC — Truist Financial Corp

CIK 1135439 RICHMOND, VA

Position in TFC

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

Position Value

$930,586

+$70,673 QoQ

Shares Held

18,679

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#754

of 1,656 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TCV Trust & Wealth Management, Inc. holds $16,300,384 across 5 Banks - Regional names. TFC ranks #3 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	223,491	$13,498,856
2	PNC	Pnc Financial Services Group, Inc.	4,083	$1,005,315
3	TFC	Truist Financial Corp This page	18,679	$930,586
4	CFFI	C & F Financial Corp	6,625	$530,000
5	PNFP	Pinnacle Financial Partners, Inc.	3,327	$335,627

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$930,586	18,679	-0.1%	Shares	Sole	2026-07-24
2026-03-31	$859,913	18,706	-1.3%	Shares	Sole	2026-04-21
2025-12-31	$932,725	18,954	+0.9%	Shares	Sole	2026-01-23
2025-09-30	$859,124	18,791	-0.2%	Shares	Sole	2025-10-23
2025-06-30	$809,113	18,821	-3.4%	Shares	Sole	2025-07-11
2025-03-31	$802,053	19,491	+2.1%	Shares	Sole	2025-04-24
2024-12-31	$828,166	19,091	-3.6%	Shares	Sole	2025-01-29
2024-09-30	$847,316	19,811	+2.3%	Shares	Sole	2024-10-24
2024-06-30	$752,058	19,358	+1.0%	Shares	Sole	2024-07-26
2024-03-31	$746,778	19,158	-4.0%	Shares	Sole	2024-04-16
2023-12-31	$736,848	19,958	-29.4%	Shares	Sole	2024-01-25
2023-09-30	$808,889	28,273	0.0%	Shares	Sole	2023-10-19
2023-06-30	$858,084	28,273	-1.9%	Shares	Sole	2023-07-31
2023-03-31	$983,238	28,834	+17.0%	Shares	Sole	2023-04-21
2022-12-31	$1,060,087	24,636	-2.8%	Shares	Sole	2023-02-01
2022-09-30	$1,103,564	25,346	-16.9%	Shares	Sole	2022-11-14
2022-06-30	$1,445,808	30,483	+4.8%	Shares	Sole	2022-07-22
2022-03-31	$1,648,438	29,073	-8.1%	Shares	Sole	2022-04-21
2021-12-31	$1,851,526	31,623	-1.0%	Shares	Sole	2022-01-26
2021-09-30	$1,873,983	31,952	+18.4%	Shares	Sole	2021-10-27
2021-06-30	$1,497,445	26,981	-2.1%	Shares	Sole	2021-08-02
2021-03-31	$1,607,006	27,555	+16.8%	Shares	Sole	2021-05-07
2020-12-31	$1,130,955	23,596	+14.7%	Shares	Sole	2021-02-02
2020-09-30	$782,460	20,564	+6.2%	Shares	Sole	2020-11-02
2020-06-30	$727,417	19,372	-7.7%	Shares	Sole	2020-07-29
2020-03-31	$647,300	20,989	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.