Patten Group, Inc.

Position in TFC — Truist Financial Corp

CIK 1633207 CHATTANOOGA, TN

Position in TFC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,275,640

+$146,296 QoQ

Shares Held

25,605

+4.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#672

of 1,678 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Patten Group, Inc. holds $5,446,315 across 4 Banks - Regional names. TFC ranks #3 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNFP	Pinnacle Financial Partners, Inc.	20,835	$2,101,833
2	RF	Regions Financial Corp	59,399	$1,793,849
3	TFC	Truist Financial Corp This page	25,605	$1,275,640
4	SFNC	Simmons First National Corp	12,141	$274,993

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,275,640	25,605	+4.2%	Shares	Sole	2026-08-06
2026-03-31	$1,129,344	24,567	-2.7%	Shares	Sole	2026-04-24
2025-12-31	$1,242,601	25,251	-0.3%	Shares	Sole	2026-01-23
2025-09-30	$1,157,584	25,319	-5.8%	Shares	Sole	2025-11-10
2025-06-30	$1,154,969	26,866	-4.7%	Shares	Sole	2025-07-30
2025-03-31	$1,160,018	28,190	-8.5%	Shares	Sole	2025-05-14
2024-12-31	$1,336,190	30,802	-15.1%	Shares	Sole	2025-02-06
2024-09-30	$1,551,567	36,277	-4.4%	Shares	Sole	2024-10-08
2024-06-30	$1,474,240	37,947	-4.9%	Shares	Sole	2024-07-25
2024-03-31	$1,554,756	39,886	-10.0%	Shares	Sole	2024-04-17
2023-12-31	$1,636,958	44,338	-3.1%	Shares	Sole	2024-01-10
2023-09-30	$1,308,793	45,746	-2.7%	Shares	Sole	2023-10-12
2023-06-30	$1,427,330	47,029	-0.1%	Shares	Sole	2023-07-26
2023-03-31	$1,606,041	47,098	+1.4%	Shares	Sole	2023-04-06
2022-12-31	$1,998,270	46,439	+0.5%	Shares	Sole	2023-02-10
2022-09-30	$2,012,854	46,230	-0.2%	Shares	Sole	2022-10-13
2022-06-30	$2,196,341	46,307	-2.3%	Shares	Sole	2022-07-18
2022-03-31	$2,687,239	47,394	-4.0%	Shares	Sole	2022-04-28
2021-12-31	$2,890,379	49,366	-0.2%	Shares	Sole	2022-01-20
2021-09-30	$2,901,298	49,468	+0.1%	Shares	Sole	2021-11-15
2021-06-30	$2,742,033	49,406	+0.1%	Shares	Sole	2021-08-03
2021-03-31	$2,878,500	49,357	-1.4%	Shares	Sole	2021-04-23
2020-12-31	$2,399,232	50,057	+11.0%	Shares	Sole	2021-02-02
2020-09-30	$1,715,978	45,098	-0.5%	Shares	Sole	2020-10-19
2020-06-30	$1,702,441	45,338	-0.3%	Shares	Sole	2020-07-20
2020-03-31	$1,402,757	45,485	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.