Edgestream Partners, L.P.

Position in TFC — Truist Financial Corp

CIK 1535061 Princeton, NJ

Position in TFC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$222,894

-$738,618 QoQ

Shares Held

4,474

-80.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,331

of 1,681 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Edgestream Partners, L.P. holds $220,607,503 across 45 Banks - Regional names. TFC ranks #44 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPOP	Popular, Inc.	85,524	$14,041,330
2	CATY	Cathay General Bancorp	216,837	$13,441,725
3	FHB	First Hawaiian, Inc.	402,696	$11,798,992
4	FBP	First Bancorp /Pr/	447,687	$11,671,200
5	ABCB	Ameris Bancorp	128,785	$11,624,134
6	BOKF	Bok Financial Corp	75,357	$10,465,580
7	NWBI	Northwest Bancshares, Inc.	616,980	$9,353,416
8	CBSH	Commerce Bancshares Inc /Mo/	143,973	$8,314,440

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,894	4,474	-80.1%	Shares	Sole	2026-08-11
2024-09-30	$961,512	22,481	+47.1%	Shares	Sole	2024-11-14
2023-12-31	$564,063	15,278	-77.1%	Shares	Sole	2024-02-14
2023-09-30	$1,911,291	66,805	+70.8%	Shares	Sole	2023-11-15
2023-06-30	$1,187,352	39,122	-78.2%	Shares	Sole	2023-08-10
2022-06-30	$8,515,961	179,548	+128.3%	Shares	Sole	2022-08-12
2022-03-31	$4,458,604	78,635	+69.9%	Shares	Sole	2022-05-13
2021-12-31	$2,709,167	46,271	+466.2%	Shares	Sole	2022-02-15
2021-09-30	$479,287	8,172	-89.4%	Shares	Sole	2021-11-15
2021-06-30	$4,280,604	77,128	-77.6%	Shares	Sole	2021-08-10
2021-03-31	$20,107,919	344,786	+12.6%	Shares	Sole	2021-05-06
2020-12-31	$14,669,983	306,071	+305.8%	Shares	Sole	2021-02-11
2020-09-30	$2,870,187	75,432	+264.7%	Shares	Sole	2020-11-10
2020-03-31	$637,925	20,685	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.