Iowa State Bank

Bank

Position in TFC — Truist Financial Corp

CIK 1546967 URBANDALE, IA

Position in TFC

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

Position Value

$3,509,021

+$208,697 QoQ

Shares Held

70,434

-1.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#430

of 1,678 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Iowa State Bank holds $3,509,021 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TFC	Truist Financial Corp This page	70,434	$3,509,021

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,509,021	70,434	-1.9%	Shares	Sole	2026-07-28
2026-03-31	$3,300,324	71,793	-17.7%	Shares	Sole	2026-04-15
2025-12-31	$4,293,769	87,254	-3.1%	Shares	Sole	2026-01-06
2025-09-30	$4,117,131	90,051	+0.5%	Shares	Sole	2025-10-03
2025-06-30	$3,850,743	89,573	-2.0%	Shares	Sole	2025-07-22
2025-03-31	$3,761,768	91,416	+1.8%	Shares	Sole	2025-04-09
2024-12-31	$3,895,480	89,799	-1.2%	Shares	Sole	2025-01-06
2024-09-30	$3,889,033	90,929	-5.8%	Shares	Sole	2024-10-09
2024-06-30	$3,749,724	96,518	+5.2%	Shares	Sole	2024-07-23
2024-03-31	$3,575,986	91,739	+59.2%	Shares	Sole	2024-04-23
2023-12-31	$2,126,961	57,610	-6.5%	Shares	Sole	2024-01-23
2023-09-30	$1,762,204	61,594	+0.8%	Shares	Sole	2023-10-24
2023-06-30	$1,853,869	61,083	-3.5%	Shares	Sole	2023-08-04
2023-03-31	$2,159,348	63,324	+19.1%	Shares	Sole	2023-04-25
2022-12-31	$2,287,129	53,152	-6.7%	Shares	Sole	2023-01-06
2022-09-30	$2,480,691	56,975	-0.3%	Shares	Sole	2022-10-14
2022-06-30	$2,710,813	57,154	+2.1%	Shares	Sole	2022-08-05
2022-03-31	$3,173,782	55,975	+13.3%	Shares	Sole	2022-04-27
2021-12-31	$2,891,901	49,392	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.