NOVARE CAPITAL MANAGEMENT LLC

Position in TFC — Truist Financial Corp

CIK 1388409 CHARLOTTE, NC

Position in TFC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,374,782

+$10,577 QoQ

Shares Held

27,595

-7.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#648

of 1,678 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

NOVARE CAPITAL MANAGEMENT LLC holds $2,796,368 across 4 Banks - Regional names. TFC ranks #1 (49.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	27,595	$1,374,782
2	PNC	Pnc Financial Services Group, Inc.	1,974	$486,038
3	FBNC	First Bancorp /Nc/	7,565	$483,630
4	FITB	Fifth Third Bancorp	8,017	$451,918

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,374,782	27,595	-7.0%	Shares	Sole	2026-08-07
2026-03-31	$1,364,205	29,676	-21.8%	Shares	Sole	2026-04-17
2025-12-31	$1,866,338	37,926	-3.6%	Shares	Sole	2026-02-05
2025-09-30	$1,798,350	39,334	-10.7%	Shares	Sole	2025-11-03
2025-06-30	$1,894,010	44,057	-16.2%	Shares	Sole	2025-07-29
2025-03-31	$2,164,201	52,593	-25.7%	Shares	Sole	2025-04-29
2024-12-31	$3,071,737	70,810	-76.3%	Shares	Sole	2025-01-21
2024-09-30	$12,801,232	299,304	+0.5%	Shares	Sole	2024-10-11
2024-06-30	$11,571,200	297,843	-3.1%	Shares	Sole	2024-08-02
2024-03-31	$11,978,865	307,308	+6.7%	Shares	Sole	2024-05-06
2023-12-31	$10,632,849	287,997	+1.0%	Shares	Sole	2024-02-08
2023-09-30	$8,156,567	285,095	+0.4%	Shares	Sole	2023-11-02
2023-06-30	$8,617,396	283,934	+31.8%	Shares	Sole	2023-07-28
2023-03-31	$7,348,720	215,505	+817.7%	Shares	Sole	2023-04-20
2022-12-31	$1,010,473	23,483	+32.6%	Shares	Sole	2023-01-17
2022-09-30	$771,006	17,708	-4.5%	Shares	Sole	2022-10-11
2022-06-30	$879,921	18,552	+1.1%	Shares	Sole	2022-08-03
2022-03-31	$1,040,558	18,352	+0.2%	Shares	Sole	2022-05-09
2021-12-31	$1,072,109	18,311	+9.7%	Shares	Sole	2022-02-03
2021-09-30	$979,044	16,693	+3.7%	Shares	Sole	2021-11-04
2021-06-30	$893,161	16,093	+3.4%	Shares	Sole	2021-08-02
2021-03-31	$907,984	15,569	-5.2%	Shares	Sole	2021-05-11
2020-12-31	$787,298	16,426	-14.4%	Shares	Sole	2021-02-01
2020-09-30	$729,760	19,179	-6.1%	Shares	Sole	2020-11-03
2020-06-30	$767,108	20,429	+6.7%	Shares	Sole	2020-08-06
2020-03-31	$590,246	19,139	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.