OAKWORTH CAPITAL, INC.

Position in TFC — Truist Financial Corp

CIK 1588871 BIRMINGHAM, AL

Position in TFC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,195,281

+$93,933 QoQ

Shares Held

23,992

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#693

of 1,681 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

OAKWORTH CAPITAL, INC. holds $30,144,637 across 16 Banks - Regional names. TFC ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FITB	Fifth Third Bancorp	444,065	$25,031,943
2	RF	Regions Financial Corp	55,521	$1,676,732
3	SFBS	ServisFirst Bancshares, Inc.	28,466	$1,234,712
4	TFC	Truist Financial Corp This page	23,992	$1,195,281
5	PNC	Pnc Financial Services Group, Inc.	1,055	$259,761
6	PNFP	Pinnacle Financial Partners, Inc.	2,516	$253,813
7	SSB	SouthState Bank Corp	1,855	$185,313
8	HBAN	Huntington Bancshares Inc /Md/	6,301	$111,716

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,195,281	23,992	+0.1%	Shares	Sole	2026-07-22
2026-03-31	$1,101,348	23,958	+8.8%	Shares	Sole	2026-04-24
2025-12-31	$1,083,357	22,015	+1.2%	Shares	Sole	2026-01-30
2025-09-30	$994,775	21,758	+5.0%	Shares	Sole	2025-11-04
2025-06-30	$890,838	20,722	-3.8%	Shares	Sole	2025-07-17
2025-03-31	$886,206	21,536	0.0%	Shares	Sole	2025-04-24
2024-12-31	$934,231	21,536	-0.9%	Shares	Sole	2025-01-27
2024-09-30	$929,135	21,724	+251.0%	Shares	Sole	2024-10-21
2024-06-30	$240,481	6,190	+145.5%	Shares	Sole	2024-07-19
2024-03-31	$98,268	2,521	+9.6%	Shares	Sole	2024-04-22
2023-12-31	$84,916	2,300	-29.7%	Shares	Sole	2024-01-31
2023-09-30	$93,583	3,271	-16.1%	Shares	Sole	2023-10-31
2023-06-30	$118,365	3,900	-26.9%	Shares	Sole	2023-07-28
2023-03-31	$181,991	5,337	+6.0%	Shares	Sole	2023-05-02
2022-12-31	$216,698	5,036	0.0%	Shares	Sole	2023-02-03
2022-09-30	$219,267	5,036	0.0%	Shares	Sole	2022-10-31
2022-06-30	$238,857	5,036	-13.9%	Shares	Sole	2022-08-05
2022-03-31	$331,581	5,848	-13.4%	Shares	Sole	2022-04-11
2021-12-31	$395,387	6,753	+23.3%	Shares	Sole	2022-02-07
2021-09-30	$321,283	5,478	+3.4%	Shares	Sole	2021-11-10
2021-06-30	$293,983	5,297	+3.2%	Shares	Sole	2021-07-20
2021-03-31	$299,472	5,135	-0.9%	Shares	Sole	2021-04-30
2020-12-31	$248,468	5,184	+21.0%	Shares	Sole	2021-02-12
2020-09-30	$162,967	4,283	-2.0%	Shares	Sole	2020-11-09
2020-06-30	$164,168	4,372	+0.3%	Shares	Sole	2020-08-11
2020-03-31	$134,462	4,360	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.