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Equibles

Rock Point Advisors, LLC

Position in TFC — Truist Financial Corp

CIK 1301540 BURLINGTON, VT
Back to TFC Full portfolio

Position in TFC

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$234,154
+$18,095 QoQ
Shares Held
4,700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,318
of 1,689 holders
Holding Since
Dec 2020
22 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, 2026

Rock Point Advisors, LLC holds $18,150,729 across 4 Banks - Regional names. TFC ranks #4 (1.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FBP
First Bancorp /Pr/
 351,096 $9,153,072
2 MTB
M&T Bank Corp
 23,764 $5,656,069
3 BPOP
Popular, Inc.
 18,927 $3,107,434
4 TFC
Truist Financial Corp
This page 		4,700 $234,154

All Filings in TFC

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $234,154 4,700
2026-03-31 $216,059 4,700
2025-12-31 $269,424 5,475
2025-09-30 $250,317 5,475
2025-06-30 $235,370 5,475
2025-03-31 $225,296 5,475
2024-12-31 $254,857 5,875
2024-09-30 $251,273 5,875
2024-06-30 $235,042 6,050
2024-03-31 $243,625 6,250
2023-12-31 $230,750 6,250
2023-06-30 $207,897 6,850
2023-03-31 $233,585 6,850
2022-12-31 $303,361 7,050
2022-09-30 $320,019 7,350
2022-06-30 $206,320 4,350
2022-03-31 $246,645 4,350
2021-12-31 $254,692 4,350
2021-09-30 $255,127 4,350
2021-06-30 $241,425 4,350
2021-03-31 $268,272 4,600
2020-12-31 $220,478 4,600