Saxony Capital Management, LLC

Position in TFC — Truist Financial Corp

CIK 1561330 ST. LOUIS, MO

Position in TFC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$222,396

+$10,301 QoQ

Shares Held

4,464

+3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,332

of 1,681 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Saxony Capital Management, LLC holds $1,051,362 across 3 Banks - Regional names. TFC ranks #2 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FFBC	First Financial Bancorp /Oh/	18,433	$623,588
2	TFC	Truist Financial Corp This page	4,464	$222,396
3	PEBO	Peoples Bancorp Inc	5,347	$205,378

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,396	4,464	+3.6%	Shares	Sole	2026-07-15
2025-12-31	$212,095	4,310	—	Shares	Sole	2026-01-15
No filing history on record for this holder in this stock.