CAPTRUST FINANCIAL ADVISORS

Position in TFC — Truist Financial Corp

CIK 1512024 RALEIGH, NC

Position in TFC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$33,174,756

-$2,981,602 QoQ

Shares Held

721,661

-1.8% QoQ

Ownership

0.058%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 40.83953546055558.ToString("F0")% Shared 0.ToString("F0")% None 59.160464539444426.ToString("F0")%

Financial Services · as of Mar 31, 2026

CAPTRUST FINANCIAL ADVISORS holds $489,898,903 across 118 Banks - Regional names. TFC ranks #4 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OZK	Bank OZK	2,320,896	$106,505,917
2	PNC	Pnc Financial Services Group, Inc.	322,394	$67,086,967
3	UMBF	Umb Financial Corp	446,393	$50,348,666
4	TFC	Truist Financial Corp This page	721,661	$33,174,756
5	USB	US Bancorp De	404,649	$21,045,794
6	FSBC	Five Star Bancorp	466,980	$17,614,485
7	CFG	Citizens Financial Group Inc/Ri	186,501	$11,184,464
8	ZION	Zions Bancorporation, National Association /Ut/	184,540	$10,633,194

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$33,174,756	721,661	-1.8%	Shares	Sole	2026-05-15
2025-12-31	$36,156,358	734,736	-0.5%	Shares	Sole	2026-02-17
2025-09-30	$33,754,618	738,290	+0.9%	Shares	Sole	2025-11-19
2025-06-30	$31,467,691	731,977	-0.5%	Shares	Sole	2025-08-15
2025-03-31	$30,285,700	735,983	-3.4%	Shares	Sole	2025-05-15
2024-12-31	$33,061,199	762,130	+0.0%	Shares	Sole	2025-02-14
2024-09-30	$32,588,729	761,953	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$29,560,731	760,894	-1.3%	Shares	Sole	2024-08-15
2024-03-31	$30,052,449	770,971	-40.3%	Shares	Sole	2024-05-15
2023-12-31	$47,659,806	1,290,894	+40.3%	Shares	Sole	2024-02-14
2023-09-30	$26,320,284	919,968	-2.9%	Shares	Sole	2023-11-15
2023-06-30	$28,742,481	947,034	+5.0%	Shares	Sole	2023-08-15
2023-03-31	$30,760,450	902,066	-1.4%	Shares	Sole	2023-05-15
2022-12-31	$39,372,493	915,001	+0.8%	Shares	Sole	2023-02-15
2022-09-30	$39,520,561	907,684	+12.7%	Shares	Sole	2022-11-16
2022-06-30	$38,215,441	805,723	+1.7%	Shares	Sole	2022-08-23
2022-03-31	$44,920,915	792,256	+15.6%	Shares	Sole	2022-05-16
2021-12-31	$40,121,270	685,248	+0.7%	Shares	Sole	2022-02-14
2021-09-30	$39,925,225	680,737	+108.8%	Shares	Sole	2021-11-16
2021-06-30	$18,098,106	326,092	-7.4%	Shares	Sole	2021-08-16
2021-03-31	$20,537,154	352,146	-42.5%	Shares	Sole	2021-05-17
2020-12-31	$29,374,523	612,863	+29.5%	Shares	Sole	2021-02-16
2020-09-30	$18,003,928	473,165	+37.5%	Shares	Sole	2020-11-17
2020-06-30	$12,923,508	344,168	+33.8%	Shares	Sole	2020-08-14
2020-03-31	$7,933,497	257,247	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.