W.G. Shaheen & Associates DBA Whitney & Co

Position in TFC — Truist Financial Corp

CIK 1577001 ROCHESTER, NY

Position in TFC

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

Position Value

$457,198

+$8,210 QoQ

Shares Held

9,177

-6.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,038

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

W.G. Shaheen & Associates DBA Whitney & Co holds $3,407,674 across 5 Banks - Regional names. TFC ranks #3 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	8,035	$1,978,377
2	TMP	Tompkins Financial Corp	5,230	$494,339
3	TFC	Truist Financial Corp This page	9,177	$457,198
4	MTB	M&T Bank Corp	1,050	$249,910
5	IBOC	International Bancshares Corp	3,000	$227,850

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$457,198	9,177	-6.0%	Shares	Sole	2026-07-28
2026-03-31	$448,988	9,767	0.0%	Shares	Sole	2026-05-05
2025-12-31	$480,634	9,767	-0.7%	Shares	Sole	2026-01-30
2025-09-30	$449,473	9,831	-3.5%	Shares	Sole	2025-11-07
2025-06-30	$437,939	10,187	0.0%	Shares	Sole	2025-08-05
2025-03-31	$419,195	10,187	-1.3%	Shares	Sole	2025-05-06
2024-12-31	$447,508	10,316	-0.1%	Shares	Sole	2025-02-04
2024-09-30	$441,514	10,323	+0.1%	Shares	Sole	2024-11-07
2024-06-30	$400,776	10,316	-28.4%	Shares	Sole	2024-07-30
2024-03-31	$561,935	14,416	0.0%	Shares	Sole	2024-05-08
2023-12-31	$532,238	14,416	-0.9%	Shares	Sole	2024-02-13
2023-09-30	$416,132	14,545	-0.9%	Shares	Sole	2023-11-08
2023-06-30	$445,568	14,681	-2.6%	Shares	Sole	2023-08-14
2023-03-31	$513,852	15,069	-5.1%	Shares	Sole	2023-05-03
2022-12-31	$683,445	15,883	-1.6%	Shares	Sole	2023-02-03
2022-09-30	$702,779	16,141	-2.7%	Shares	Sole	2022-11-09
2022-06-30	$787,053	16,594	-3.4%	Shares	Sole	2022-08-05
2022-03-31	$973,879	17,176	+1.3%	Shares	Sole	2022-05-13
2021-12-31	$993,125	16,962	-2.3%	Shares	Sole	2022-02-11
2021-09-30	$1,017,988	17,357	-3.7%	Shares	Sole	2021-11-12
2021-06-30	$1,000,110	18,020	-2.3%	Shares	Sole	2021-08-13
2021-03-31	$1,075,420	18,440	-6.1%	Shares	Sole	2021-05-11
2020-12-31	$940,865	19,630	-2.2%	Shares	Sole	2021-02-10
2020-09-30	$763,701	20,071	-3.3%	Shares	Sole	2020-11-13
2020-06-30	$779,538	20,760	-15.9%	Shares	Sole	2020-08-13
2020-03-31	$761,162	24,681	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.