Chesley Taft & Associates LLC

Position in TFC — Truist Financial Corp

CIK 1164632 CHICAGO, IL

Position in TFC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$5,636,634

+$337,397 QoQ

Shares Held

113,140

-1.9% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#357

of 1,678 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Financial Services · as of Jun 30, 2026

Chesley Taft & Associates LLC holds $8,399,083 across 4 Banks - Regional names. TFC ranks #1 (67.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	113,140	$5,636,634
2	KEY	Keycorp /New/	50,944	$1,174,259
3	USB	US Bancorp De	19,123	$1,155,029
4	HBAN	Huntington Bancshares Inc /Md/	24,431	$433,161

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,636,634	113,140	-1.9%	Shares	Sole	2026-07-08
2026-03-31	$5,299,237	115,276	-0.3%	Shares	Other	2026-04-13
2025-12-31	$5,690,545	115,638	-6.5%	Shares	Sole	2026-01-14
2025-09-30	$5,653,369	123,652	-0.3%	Shares	Sole	2025-10-08
2025-06-30	$5,332,522	124,041	-0.1%	Shares	Sole	2025-07-09
2025-03-31	$5,109,225	124,161	-0.3%	Shares	Sole	2025-04-10
2024-12-31	$5,402,154	124,531	0.0%	Shares	Sole	2025-01-17
2024-09-30	$5,326,190	124,531	-0.6%	Shares	Sole	2024-10-07
2024-06-30	$4,865,418	125,236	+0.9%	Shares	Sole	2024-07-19
2024-03-31	$4,838,041	124,116	+1.6%	Shares	Sole	2024-04-16
2023-12-31	$4,510,553	122,171	-3.2%	Shares	Sole	2024-01-11
2023-09-30	$3,610,181	126,186	-0.2%	Shares	Sole	2023-10-11
2023-06-30	$3,835,815	126,386	-50.6%	Shares	Sole	2023-07-18
2023-03-31	$8,730,316	256,021	+10.9%	Shares	Sole	2023-04-11
2022-12-31	$9,935,239	230,891	-11.1%	Shares	Sole	2023-01-20
2022-09-30	$11,309,123	259,741	-1.3%	Shares	Sole	2022-10-13
2022-06-30	$12,476,508	263,051	+2.6%	Shares	Sole	2022-07-07
2022-03-31	$14,537,369	256,391	+8.4%	Shares	Sole	2022-04-14
2021-12-31	$13,842,508	236,422	+6.3%	Shares	Sole	2022-01-05
2021-09-30	$13,047,572	222,465	+1.7%	Shares	Sole	2021-10-05
2021-06-30	$12,134,520	218,640	+3.9%	Shares	Sole	2021-07-07
2021-03-31	$12,275,426	210,484	+2.5%	Shares	Sole	2021-04-06
2020-12-31	$9,842,569	205,353	-0.7%	Shares	Sole	2021-01-11
2020-09-30	$7,868,283	206,788	-13.0%	Shares	Sole	2020-10-08
2020-06-30	$8,929,803	237,811	-46.1%	Shares	Sole	2020-07-08
2020-03-31	$13,611,881	441,371	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.