Summit Asset Management, LLC

Position in TFC — Truist Financial Corp

CIK 1509974 MEMPHIS, TN

Position in TFC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$398,759

+$31,505 QoQ

Shares Held

8,004

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,109

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

Summit Asset Management, LLC holds $1,493,169 across 3 Banks - Regional names. TFC ranks #2 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNFP	Pinnacle Financial Partners, Inc.	6,902	$696,273
2	TFC	Truist Financial Corp This page	8,004	$398,759
3	FHN	First Horizon Corp	15,528	$398,137

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$398,759	8,004	+0.2%	Shares	Sole	2026-08-06
2026-03-31	$367,254	7,989	+0.2%	Shares	Sole	2026-05-08
2025-12-31	$392,400	7,974	+0.2%	Shares	Sole	2026-02-09
2025-09-30	$363,885	7,959	-13.9%	Shares	Sole	2025-11-06
2025-06-30	$397,184	9,239	+0.2%	Shares	Sole	2025-08-07
2025-03-31	$379,444	9,221	+0.2%	Shares	Sole	2025-05-06
2024-12-31	$399,399	9,207	+0.2%	Shares	Sole	2025-02-04
2024-09-30	$393,141	9,192	+0.2%	Shares	Sole	2024-11-06
2024-06-30	$356,526	9,177	+0.2%	Shares	Sole	2024-08-05
2024-03-31	$357,056	9,160	+0.2%	Shares	Sole	2024-05-06
2023-12-31	$337,522	9,142	+0.2%	Shares	Sole	2024-02-06
2023-09-30	$260,980	9,122	+0.2%	Shares	Sole	2023-11-06
2023-06-30	$276,245	9,102	-3.7%	Shares	Sole	2023-08-07
2023-03-31	$322,176	9,448	-0.9%	Shares	Sole	2023-05-12
2022-12-31	$410,377	9,537	+0.1%	Shares	Sole	2023-02-13
2022-09-30	$414,674	9,524	+0.1%	Shares	Sole	2022-11-07
2022-06-30	$451,106	9,511	-10.1%	Shares	Sole	2022-08-10
2022-03-31	$599,829	10,579	+3.7%	Shares	Sole	2022-05-09
2021-12-31	$597,502	10,205	-8.4%	Shares	Sole	2022-02-11
2021-09-30	$653,185	11,137	-8.0%	Shares	Sole	2021-11-08
2021-06-30	$671,605	12,101	-16.1%	Shares	Sole	2021-08-06
2021-03-31	$840,682	14,415	-0.5%	Shares	Sole	2021-05-07
2020-12-31	$694,649	14,493	-1.2%	Shares	Sole	2021-02-09
2020-09-30	$558,193	14,670	+11.2%	Shares	Sole	2020-11-06
2020-06-30	$495,509	13,196	+0.5%	Shares	Sole	2020-08-07
2020-03-31	$404,805	13,126	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.