Verity & Verity, LLC

Position in TFC — Truist Financial Corp

CIK 1542108 BEAUFORT, SC

Position in TFC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,253,072

-$146,070 QoQ

Shares Held

25,152

-17.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#679

of 1,681 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Verity & Verity, LLC holds $28,202,529 across 3 Banks - Regional names. TFC ranks #2 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AUB	Atlantic Union Bankshares Corp	628,527	$26,592,977
2	TFC	Truist Financial Corp This page	25,152	$1,253,072
3	USB	US Bancorp De	5,902	$356,480

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,253,072	25,152	-17.4%	Shares	Sole	2026-07-28
2026-03-31	$1,399,142	30,436	-23.8%	Shares	Sole	2026-04-15
2025-12-31	$1,966,136	39,954	-11.9%	Shares	Sole	2026-02-10
2025-09-30	$2,072,807	45,337	-83.1%	Shares	Sole	2025-10-21
2025-06-30	$11,529,574	268,192	-26.1%	Shares	Sole	2025-08-12
2025-03-31	$14,935,433	362,951	-14.7%	Shares	Sole	2025-04-16
2024-12-31	$18,459,708	425,535	+9.6%	Shares	Sole	2025-01-15
2024-09-30	$16,600,705	388,139	+6.6%	Shares	Sole	2024-11-07
2024-06-30	$14,140,234	363,970	+1.4%	Shares	Sole	2024-09-16
2024-03-31	$13,988,128	358,854	-8.4%	Shares	Sole	2024-09-16
2023-12-31	$14,457,502	391,590	+3.9%	Shares	Sole	2024-11-07
2023-09-30	$10,785,998	377,001	+1464.7%	Shares	Sole	2024-11-07
2023-06-30	$731,252	24,094	-93.3%	Shares	Sole	2024-11-07
2023-03-31	$12,244,184	359,067	+29.3%	Shares	Sole	2024-11-07
2022-12-31	$11,946,634	277,635	+5.4%	Shares	Sole	2023-01-11
2022-09-30	$11,464,909	263,319	+3.9%	Shares	Sole	2022-10-24
2022-06-30	$12,016,532	253,353	+3.7%	Shares	Sole	2022-08-18
2022-03-31	$13,856,175	244,377	+1.6%	Shares	Sole	2022-05-03
2021-12-31	$14,078,288	240,449	+0.3%	Shares	Sole	2022-02-01
2021-09-30	$14,065,501	239,821	+1.1%	Shares	Sole	2021-11-04
2021-06-30	$13,164,933	237,206	-0.3%	Shares	Sole	2021-09-20
2021-03-31	$13,881,967	238,031	+2.5%	Shares	Sole	2021-06-21
2020-12-31	$11,135,624	232,331	+2.0%	Shares	Sole	2021-01-12
2020-09-30	$8,667,751	227,799	+5.1%	Shares	Sole	2020-10-06
2020-06-30	$8,138,399	216,735	+12.4%	Shares	Sole	2020-07-14
2020-03-31	$5,944,810	192,763	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.