Gallagher Fiduciary Advisors, LLC
Position in TFC — Truist Financial Corp
CIK 1527781
ROLLING MEADOWS, IL
Position in TFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$403,043
+$56,154 QoQ
Shares Held
8,090
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,104
of 1,681 holders
Holding Since
Mar 2023
14 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, 2026Gallagher Fiduciary Advisors, LLC holds $11,070,393 across 16 Banks - Regional names. TFC ranks #16 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
|
7,310 | $1,043,575 | |
| 2 | AROW |
Arrow Financial Corp
|
25,106 | $1,029,094 | |
| 3 | PRK |
Park National Corp /Oh/
|
5,065 | $926,844 | |
| 4 | VLY |
Valley National Bancorp
|
60,084 | $880,230 | |
| 5 | BANF |
Bancfirst Corp /Ok/
|
6,993 | $777,132 | |
| 6 | CBU |
Community Financial System, Inc.
|
10,734 | $720,466 | |
| 7 | EBC |
Eastern Bankshares, Inc.
|
32,242 | $717,062 | |
| 8 | GBCI |
Glacier Bancorp, Inc.
|
13,789 | $711,236 |
All Filings in TFC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,043 | 8,090 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $346,889 | 7,546 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $445,842 | 9,060 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $424,327 | 9,281 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $751,207 | 17,474 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $740,041 | 17,984 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $760,191 | 17,524 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $689,409 | 16,119 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $716,199 | 18,435 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $740,814 | 19,005 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $737,624 | 19,979 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $619,778 | 21,663 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $610,247 | 20,107 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $574,005 | 16,833 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||