PATTON ALBERTSON MILLER GROUP, LLC
Position in TFC — Truist Financial Corp
CIK 1511037
Chattanooga, TN
Position in TFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,180,036
+$72,711 QoQ
Shares Held
23,686
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#697
of 1,681 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PATTON ALBERTSON MILLER GROUP, LLC holds $2,787,408 across 4 Banks - Regional names. TFC ranks #1 (42.3% of the industry book) .
All Filings in TFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,180,036 | 23,686 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,107,325 | 24,088 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,083,358 | 22,015 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,076,203 | 23,539 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,068,731 | 24,860 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $983,032 | 23,889 | Shares | Sole | 2025-05-22 | |
| 2024-12-31 | $1,305,911 | 30,104 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,185,541 | 27,719 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,048,794 | 26,996 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,143,244 | 29,329 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,021,502 | 27,668 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $858,929 | 30,022 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $856,841 | 28,232 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,134,097 | 33,258 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,432,382 | 33,288 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,449,359 | 33,288 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,628,746 | 34,340 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,961,763 | 34,599 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,045,327 | 34,933 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,015,565 | 34,366 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $944,776 | 17,023 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,200,050 | 20,577 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $998,765 | 20,838 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $864,305 | 22,715 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,134,798 | 30,221 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $978,337 | 31,723 | Shares | Sole | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||