MONTGOMERY INVESTMENT MANAGEMENT INC
Position in TFC — Truist Financial Corp
CIK 1272544
ROCKVILLE, MD
Position in TFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$15,793,587
+$1,169,105 QoQ
Shares Held
317,013
-0.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
5.22%
of 13F equity value
Holder Rank
#215
of 1,678 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MONTGOMERY INVESTMENT MANAGEMENT INC holds $22,346,052 across 5 Banks - Regional names. TFC ranks #1 (70.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
317,013 | $15,793,587 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
14,371 | $3,538,427 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
24,918 | $2,513,727 | |
| 4 | RF |
Regions Financial Corp
|
8,899 | $268,749 | |
| 5 | AUB |
Atlantic Union Bankshares Corp
|
5,473 | $231,562 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,793,587 | 317,013 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $14,624,482 | 318,131 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $15,692,134 | 318,881 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $14,600,270 | 319,341 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $13,745,665 | 319,741 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $13,665,462 | 332,089 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $14,406,454 | 332,099 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $14,265,890 | 333,549 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $12,958,378 | 333,549 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $13,040,720 | 334,549 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $17,236,840 | 466,870 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $13,357,150 | 466,870 | Shares | Defined | 2023-10-27 | |
| 2023-06-30 | $14,227,169 | 468,770 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $16,005,517 | 469,370 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $20,203,875 | 469,530 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $20,461,100 | 469,938 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $22,274,930 | 469,638 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $26,741,874 | 471,638 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $27,708,084 | 473,238 | Shares | Defined | 2022-01-25 | |
| 2021-09-30 | $27,775,936 | 473,588 | Shares | Defined | 2021-11-03 | |
| 2021-06-30 | $26,228,634 | 472,588 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $27,736,292 | 475,588 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $22,821,581 | 476,144 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $18,117,279 | 476,144 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $19,166,984 | 510,439 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $16,389,578 | 531,439 | Shares | Defined | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||