Hilton Capital Management, LLC

Position in TFC — Truist Financial Corp

CIK 1541211 Garden City, NY

Position in TFC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$6,639,909

+$631,539 QoQ

Shares Held

133,278

+2.0% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#335

of 1,678 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Financial Services · as of Jun 30, 2026

Hilton Capital Management, LLC holds $27,705,402 across 4 Banks - Regional names. TFC ranks #2 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFR	Cullen/Frost Bankers, Inc.	70,983	$10,968,293
2	TFC	Truist Financial Corp This page	133,278	$6,639,909
3	CBU	Community Financial System, Inc.	77,912	$5,229,453
4	CBSH	Commerce Bancshares Inc /Mo/	84,290	$4,867,747

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,639,909	133,278	+2.0%	Shares	Sole	2026-08-04
2026-03-31	$6,008,370	130,702	-1.5%	Shares	Sole	2026-05-15
2025-12-31	$6,530,757	132,712	+1.5%	Shares	Sole	2026-02-12
2025-09-30	$5,980,587	130,809	+1418.6%	Shares	Sole	2025-11-12
2025-06-30	$370,315	8,614	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.