MORRIS FINANCIAL CONCEPTS, INC.
Position in TFC — Truist Financial Corp
CIK 1387386
MOUNT PLEASANT, SC
Position in TFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$297,923
-$192 QoQ
Shares Held
5,980
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,207
of 1,681 holders
Holding Since
Dec 2021
19 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, 2026MORRIS FINANCIAL CONCEPTS, INC. holds $297,923 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
5,980 | $297,923 |
All Filings in TFC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,923 | 5,980 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $298,115 | 6,485 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $347,422 | 7,060 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $351,495 | 7,688 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $330,507 | 7,688 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $316,361 | 7,688 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $333,505 | 7,688 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $328,815 | 7,688 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $298,678 | 7,688 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $281,084 | 7,211 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $269,294 | 7,294 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $208,681 | 7,294 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $221,372 | 7,294 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $248,725 | 7,294 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $204,521 | 4,753 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $206,945 | 4,753 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $225,434 | 4,753 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $269,495 | 4,753 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $294,389 | 5,028 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||