New England Research & Management, Inc.
Position in TFC — Truist Financial Corp
CIK 1596077
CHICAGO, IL
Position in TFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,430,717
+$193,496 QoQ
Shares Held
48,790
+0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#92
of 434 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026New England Research & Management, Inc. holds $8,911,634 across 7 Banks - Regional names. TFC ranks #1 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
48,790 | $2,430,717 | |
| 2 | PB |
Prosperity Bancshares Inc
|
23,475 | $1,714,379 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
22,232 | $1,557,796 | |
| 4 | WASH |
Washington Trust Bancorp Inc
|
29,700 | $1,083,456 | |
| 5 | INDB |
Independent Bank Corp
|
12,730 | $1,065,755 | |
| 6 | KEY |
Keycorp /New/
|
33,900 | $781,395 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
1,800 | $278,136 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,430,717 | 48,790 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,237,221 | 48,667 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,157,464 | 43,842 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,021,967 | 44,225 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,378,904 | 32,075 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,349,061 | 32,784 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,437,092 | 33,128 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,420,990 | 33,224 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,282,982 | 33,024 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,327,269 | 34,050 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,266,799 | 34,312 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $995,828 | 34,807 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,186,836 | 39,105 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $1,394,383 | 40,891 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $1,766,166 | 41,045 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $2,204,865 | 50,640 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $2,364,859 | 49,860 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,853,370 | 50,324 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,523,387 | 43,098 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $1,589,121 | 27,095 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,518,424 | 27,359 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,595,576 | 27,359 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,313,713 | 27,409 | Shares | Sole | 2021-01-07 | |
| 2020-09-30 | $1,073,352 | 28,209 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,139,229 | 30,339 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $935,654 | 30,339 | Shares | Sole | 2020-06-15 | |
| No filing history on record for this holder in this stock. | ||||||