Position in TFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$60,174,637
+$3,126,420 QoQ
Shares Held
1,207,841
-2.7% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#85
of 1,681 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Epoch Investment Partners, Inc. holds $312,640,043 across 5 Banks - Regional names. TFC ranks #3 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COLB |
Columbia Banking System, Inc.
|
3,143,704 | $100,755,712 | |
| 2 | USB |
US Bancorp \De\
|
1,541,824 | $93,126,168 | |
| 3 | TFC |
Truist Financial Corp
This page
|
1,207,841 | $60,174,637 | |
| 4 | RF |
Regions Financial Corp
|
1,937,696 | $58,518,417 | |
| 5 | LYG |
Lloyds Banking Group plc
|
11,168 | $65,109 |
All Filings in TFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,174,637 | 1,207,841 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $57,048,217 | 1,240,988 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $60,844,965 | 1,236,435 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $52,385,471 | 1,145,789 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $51,547,674 | 1,199,062 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $50,596,476 | 1,229,562 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $56,021,408 | 1,291,411 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $57,137,810 | 1,335,932 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $53,706,665 | 1,382,411 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $55,578,110 | 1,425,811 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $58,802,260 | 1,592,694 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $47,006,685 | 1,643,016 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $45,819,879 | 1,509,716 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $52,746,014 | 1,546,804 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $88,733,236 | 2,062,125 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $86,412,051 | 1,984,659 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $108,262,435 | 2,282,573 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $104,607,700 | 1,844,933 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $101,195,477 | 1,728,360 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $115,202,793 | 1,964,242 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $125,447,759 | 2,260,320 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $142,006,458 | 2,434,953 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $113,609,868 | 2,370,329 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $90,215,103 | 2,370,962 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $92,907,861 | 2,474,244 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $78,515,925 | 2,545,912 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||