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MCDONALD PARTNERS LLC

Position in TFC — Truist Financial Corp

CIK 1331074 Cleveland, OH

Position in TFC

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$28,148
-$192,641 QoQ
Shares Held
565
-85.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,518
of 1,678 holders
Holding Since
Dec 2021
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $11,888,686 across 13 Banks - Regional names. TFC ranks #11 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in TFC

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $28,148 565
2022-03-31 $220,789 3,894
2021-12-31 $2,693 46