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Equibles

Carnegie Investment Counsel

Position in TFC — Truist Financial Corp

CIK 1511506 PEPPER PIKE, OH
Back to TFC Full portfolio

Position in TFC

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$5,205,093
+$341,054 QoQ
Shares Held
104,478
-1.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#367
of 1,690 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Carnegie Investment Counsel holds $22,097,055 across 10 Banks - Regional names. TFC ranks #2 (23.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HBAN
Huntington Bancshares Inc /Md/
 343,372 $6,087,985
2 TFC
Truist Financial Corp
This page 		104,478 $5,205,093
3 USB
US Bancorp De
 61,987 $3,744,014
4 PNC
Pnc Financial Services Group, Inc.
 6,795 $1,673,064
5 CFR
Cullen/Frost Bankers, Inc.
 8,623 $1,332,425
6 OBT
Orange County Bancorp, Inc. /DE/
 31,428 $1,155,921
7 MTB
M&T Bank Corp
 3,980 $947,279
8 KEY
Keycorp /New/
 40,468 $932,787

All Filings in TFC

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,205,093 104,478
2026-03-31 $4,864,039 105,809
2025-12-31 $5,206,024 105,792
2025-09-30 $3,065,160 67,042
2025-06-30 $2,602,442 60,536
2025-03-31 $2,279,751 55,401
2024-12-31 $2,264,566 52,203
2024-09-30 $2,208,899 51,646
2024-06-30 $2,011,886 51,786
2024-03-31 $2,011,952 51,615
2023-12-31 $1,438,366 38,959
2023-09-30 $1,354,426 47,341
2023-06-30 $1,423,930 46,917
2023-03-31 $1,610,508 47,229
2022-12-31 $1,346,408 31,290
2022-09-30 $1,499,299 34,435
2022-06-30 $601,222 12,676
2022-03-31 $717,765 12,659
2021-12-31 $746,863 12,756
2021-09-30 $658,698 11,231
2021-06-30 $654,678 11,796
2021-03-31 $616,792 10,576
2020-12-31 $484,955 10,118
2020-09-30 $384,989 10,118
2020-06-30 $398,705 10,618
2020-03-31 $364,929 11,833