ASPIRIANT, LLC

Position in TFC — Truist Financial Corp

CIK 1433541 San Francisco, CA

Position in TFC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$478,570

+$43,418 QoQ

Shares Held

9,606

+1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,018

of 1,678 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ASPIRIANT, LLC holds $3,175,597 across 7 Banks - Regional names. TFC ranks #3 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	18,337	$1,107,554
2	HBAN	Huntington Bancshares Inc /Md/	44,773	$793,825
3	TFC	Truist Financial Corp This page	9,606	$478,570
4	BCAL	California BanCorp \ CA	13,912	$289,926
5	PNC	Pnc Financial Services Group, Inc.	1,162	$286,107
6	MFG	Mizuho Financial Group Inc	14,362	$137,587
7	LYG	Lloyds Banking Group plc	14,070	$82,028

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$478,570	9,606	+1.5%	Shares	Sole	2026-07-20
2026-03-31	$435,152	9,466	-2.6%	Shares	Sole	2026-05-12
2025-12-31	$478,370	9,721	+2.3%	Shares	Sole	2026-01-20
2025-09-30	$434,431	9,502	-18.3%	Shares	Sole	2025-10-24
2025-06-30	$500,274	11,637	+23.0%	Shares	Sole	2025-07-29
2025-03-31	$389,279	9,460	+3.5%	Shares	Sole	2025-04-21
2024-12-31	$396,623	9,143	+0.1%	Shares	Sole	2025-01-16
2024-09-30	$390,575	9,132	+0.2%	Shares	Sole	2024-10-17
2024-06-30	$354,234	9,118	-17.1%	Shares	Sole	2024-07-15
2024-03-31	$428,818	11,001	-14.8%	Shares	Sole	2024-04-15
2023-12-31	$476,821	12,915	-8.4%	Shares	Sole	2024-01-26
2023-09-30	$403,401	14,100	+17.1%	Shares	Sole	2023-10-18
2023-06-30	$365,414	12,040	+13.9%	Shares	Sole	2023-07-19
2023-03-31	$360,402	10,569	+1.7%	Shares	Sole	2023-04-27
2022-12-31	$447,038	10,389	+3.0%	Shares	Sole	2023-01-23
2022-09-30	$439,013	10,083	+4.2%	Shares	Sole	2022-10-28
2022-06-30	$458,742	9,672	+12.6%	Shares	Sole	2022-07-25
2022-03-31	$486,996	8,589	-9.0%	Shares	Sole	2022-05-06
2021-12-31	$552,594	9,438	-19.5%	Shares	Sole	2022-02-14
2021-09-30	$687,905	11,729	+3.2%	Shares	Sole	2021-10-27
2021-06-30	$630,868	11,367	+29.7%	Shares	Sole	2021-08-13
2021-03-31	$511,233	8,766	+1.2%	Shares	Sole	2021-05-11
2020-12-31	$415,025	8,659	-7.1%	Shares	Sole	2021-02-01
2020-09-30	$354,816	9,325	0.0%	Shares	Sole	2020-10-29
2020-06-30	$350,153	9,325	-6.0%	Shares	Sole	2020-08-06
2020-03-31	$305,840	9,917	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.