HOLDERNESS INVESTMENTS CO

Position in TFC — Truist Financial Corp

CIK 1184820 GREENSBORO, NC

Position in TFC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,081,665

+$287,931 QoQ

Shares Held

61,856

+1.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#469

of 1,681 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HOLDERNESS INVESTMENTS CO holds $5,010,320 across 3 Banks - Regional names. TFC ranks #1 (61.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	61,856	$3,081,665
2	FCNCA	First Citizens Bancshares Inc /De/	611	$1,271,362
3	KEY	Keycorp /New/	28,516	$657,293

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,081,665	61,856	+1.8%	Shares	Sole	2026-08-12
2026-03-31	$2,793,734	60,773	+2.8%	Shares	Sole	2026-05-12
2025-12-31	$2,908,803	59,110	+3.1%	Shares	Sole	2026-02-10
2025-09-30	$2,620,716	57,321	-4.8%	Shares	Sole	2025-11-12
2025-06-30	$2,588,814	60,219	+0.8%	Shares	Sole	2025-08-12
2025-03-31	$2,458,671	59,749	-0.2%	Shares	Sole	2025-05-13
2024-12-31	$2,595,859	59,840	-0.1%	Shares	Sole	2025-02-11
2024-09-30	$2,562,949	59,924	-0.4%	Shares	Sole	2024-11-12
2024-06-30	$2,336,633	60,145	+0.6%	Shares	Sole	2024-08-13
2024-03-31	$2,330,458	59,786	+0.1%	Shares	Sole	2024-05-13
2023-12-31	$2,205,047	59,725	+39.7%	Shares	Sole	2024-02-13
2023-09-30	$1,223,077	42,750	-16.1%	Shares	Sole	2023-11-15
2023-06-30	$1,546,120	50,943	+2.0%	Shares	Sole	2023-08-15
2023-03-31	$1,702,681	49,932	+8.0%	Shares	Sole	2023-05-12
2022-12-31	$1,989,535	46,236	+1.0%	Shares	Sole	2023-02-13
2022-09-30	$1,993,043	45,775	+2.6%	Shares	Sole	2022-11-14
2022-06-30	$2,115,425	44,601	-1.7%	Shares	Sole	2022-08-15
2022-03-31	$2,571,571	45,354	+4.0%	Shares	Sole	2022-05-12
2021-12-31	$2,552,955	43,603	+1.1%	Shares	Sole	2022-02-09
2021-09-30	$2,530,454	43,145	+0.2%	Shares	Sole	2021-11-12
2021-06-30	$2,389,330	43,051	+3.3%	Shares	Sole	2021-08-09
2021-03-31	$2,430,602	41,677	+2.3%	Shares	Sole	2021-05-11
2020-12-31	$1,952,859	40,744	-1.0%	Shares	Sole	2021-02-05
2020-09-30	$1,565,262	41,137	+2.1%	Shares	Sole	2020-11-09
2020-06-30	$1,512,814	40,288	+18.2%	Shares	Sole	2020-08-13
2020-03-31	$1,050,873	34,075	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.