Douglass Winthrop Advisors, LLC

Position in TFC — Truist Financial Corp

CIK 1308527 NEW YORK, NY

Position in TFC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$939,854

+$72,630 QoQ

Shares Held

18,865

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#763

of 1,681 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Douglass Winthrop Advisors, LLC holds $1,973,242 across 5 Banks - Regional names. TFC ranks #1 (47.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	18,865	$939,854
2	UMBF	Umb Financial Corp	2,000	$285,520
3	WBS	Webster Financial Corp	3,700	$282,754
4	MTB	M&T Bank Corp	1,000	$238,010
5	USB	US Bancorp De	3,760	$227,104

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$939,854	18,865	0.0%	Shares	Sole	2026-08-13
2026-03-31	$867,224	18,865	0.0%	Shares	Sole	2026-05-14
2025-12-31	$928,346	18,865	0.0%	Shares	Sole	2026-02-12
2025-09-30	$862,507	18,865	+1.1%	Shares	Sole	2025-11-13
2025-06-30	$801,978	18,655	-5.9%	Shares	Sole	2025-08-14
2025-03-31	$815,593	19,820	+4.4%	Shares	Sole	2025-05-14
2024-12-31	$823,352	18,980	0.0%	Shares	Sole	2025-02-11
2024-09-30	$811,774	18,980	+5.9%	Shares	Sole	2024-11-12
2024-06-30	$696,036	17,916	+2.2%	Shares	Sole	2024-08-07
2024-03-31	$683,124	17,525	-12.5%	Shares	Sole	2024-05-13
2023-12-31	$739,323	20,025	0.0%	Shares	Sole	2024-02-12
2023-09-30	$572,915	20,025	0.0%	Shares	Sole	2023-11-13
2023-06-30	$607,758	20,025	+14.3%	Shares	Sole	2023-08-14
2023-03-31	$597,602	17,525	0.0%	Shares	Sole	2023-05-15
2022-12-31	$754,100	17,525	0.0%	Shares	Sole	2023-02-13
2022-09-30	$763,038	17,525	-3.1%	Shares	Sole	2022-11-15
2022-06-30	$857,961	18,089	+3.2%	Shares	Sole	2022-08-11
2022-03-31	$993,667	17,525	-1.1%	Shares	Sole	2022-05-16
2021-12-31	$1,037,798	17,725	-0.1%	Shares	Sole	2022-02-14
2021-09-30	$1,040,920	17,748	0.0%	Shares	Sole	2021-11-10
2021-06-30	$985,014	17,748	-10.1%	Shares	Sole	2021-08-02
2021-03-31	$1,151,703	19,748	0.0%	Shares	Sole	2021-05-13
2020-12-31	$946,521	19,748	-1.5%	Shares	Sole	2021-01-27
2020-09-30	$762,826	20,048	-11.4%	Shares	Sole	2020-11-12
2020-06-30	$850,019	22,637	+5.7%	Shares	Sole	2020-07-17
2020-03-31	$660,685	21,423	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.