Horizon Investments, LLC

Position in TFC — Truist Financial Corp

CIK 1560717 Charlotte, NC

Position in TFC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$10,275,720

-$390,596 QoQ

Shares Held

223,531

+3.1% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Horizon Investments, LLC holds $106,973,359 across 54 Banks - Regional names. TFC ranks #4 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	293,363	$15,257,809
2	KEY	Keycorp /New/	533,426	$10,695,191
3	MTB	M&T Bank Corp	51,040	$10,550,988
4	TFC	Truist Financial Corp This page	223,531	$10,275,720
5	RF	Regions Financial Corp	347,732	$9,082,759
6	CFG	Citizens Financial Group Inc/Ri	142,137	$8,523,955
7	PNC	Pnc Financial Services Group, Inc.	32,842	$6,834,091
8	EWBC	East West Bancorp Inc	35,223	$3,760,407

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,275,720	223,531	+3.1%	Shares	Sole	2026-05-15
2025-12-31	$10,666,316	216,751	-5.6%	Shares	Sole	2026-02-02
2025-09-30	$10,501,426	229,690	+16.1%	Shares	Sole	2025-11-14
2025-06-30	$8,501,659	197,759	+683.2%	Shares	Sole	2025-08-14
2025-03-31	$1,039,078	25,251	+2.6%	Shares	Sole	2025-05-13
2024-12-31	$1,067,408	24,606	+1.8%	Shares	Sole	2025-02-10
2024-09-30	$1,033,494	24,164	-1.6%	Shares	Sole	2024-11-13
2024-06-30	$954,000	24,556	+0.4%	Shares	Sole	2024-08-09
2024-03-31	$953,840	24,470	+0.4%	Shares	Sole	2024-05-15
2023-12-31	$899,629	24,367	+164.1%	Shares	Sole	2024-02-14
2023-09-30	$263,984	9,227	+2.8%	Shares	Sole	2023-11-14
2023-06-30	$272,512	8,979	+24.6%	Shares	Sole	2023-08-14
2023-03-31	$245,792	7,208	-71.7%	Shares	Sole	2023-05-15
2022-12-31	$1,096,791	25,489	+61.1%	Shares	Sole	2023-02-14
2022-09-30	$689,064	15,826	+46.6%	Shares	Sole	2022-11-14
2022-06-30	$512,101	10,797	-4.1%	Shares	Sole	2022-08-12
2022-03-31	$638,215	11,256	+18.2%	Shares	Sole	2022-05-16
2021-12-31	$557,688	9,525	+8.9%	Shares	Sole	2022-02-15
2021-09-30	$513,187	8,750	-82.1%	Shares	Sole	2021-11-15
2021-06-30	$2,707,900	48,791	-30.9%	Shares	Sole	2021-08-13
2021-03-31	$4,120,657	70,656	+119.6%	Shares	Sole	2021-05-14
2020-09-30	$1,224,258	32,175	+83.9%	Shares	Sole	2020-11-16
2020-06-30	$657,125	17,500	+149.6%	Shares	Sole	2020-08-13
2020-03-31	$216,219	7,011	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.