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Equibles

Keel Point, LLC

Position in TFC — Truist Financial Corp

CIK 1386935 HUNTSVILLE, AL
Back to TFC Full portfolio

Position in TFC

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$791,589
+$70,964 QoQ
Shares Held
15,889
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#831
of 1,690 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority Sole 71% Shared 0% None 29%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Keel Point, LLC holds $5,957,016 across 11 Banks - Regional names. TFC ranks #3 (13.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SFBS
ServisFirst Bancshares, Inc.
 33,562 $1,455,751
2 AX
Axos Financial, Inc.
 11,497 $1,119,692
3 TFC
Truist Financial Corp
This page 		15,889 $791,589
4 RF
Regions Financial Corp
 18,856 $569,451
5 UCB
United Community Banks Inc
 13,802 $484,312
6 USB
US Bancorp De
 6,919 $417,907
7 PNC
Pnc Financial Services Group, Inc.
 1,166 $287,092
8 CBC
Central Bancompany, Inc.
 8,411 $255,526

All Filings in TFC

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $791,589 15,889
2026-03-31 $720,625 15,676
2025-12-31 $712,806 14,485
2025-09-30 $650,687 14,232
2025-06-30 $620,990 14,445
2025-03-31 $502,564 12,213
2024-12-31 $543,377 12,526
2024-09-30 $518,244 12,117
2024-06-30 $480,263 12,362
2024-03-31 $470,683 12,075
2023-12-31 $439,827 11,913
2023-09-30 $306,470 10,712
2023-06-30 $333,485 10,988
2023-03-31 $353,480 10,366
2022-12-31 $492,048 11,435
2022-09-30 $484,904 11,137
2022-06-30 $521,160 10,988
2022-03-31 $653,240 11,521