Position in TFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$960,878
+$55,591 QoQ
Shares Held
19,287
-2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#756
of 1,678 holders
Holding Since
Sep 2025
4 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, 2026STERLING INVESTMENT MANAGEMENT, LLC holds $960,878 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
|
19,287 | $960,878 |
All Filings in TFC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $960,878 | 19,287 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $905,287 | 19,693 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $988,038 | 20,078 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $922,995 | 20,188 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||