MV CAPITAL MANAGEMENT, INC.

Position in TFC — Truist Financial Corp

CIK 1633366 BETHESDA, MD

Position in TFC

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

Position Value

$269,625

+$20,836 QoQ

Shares Held

5,412

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,245

of 1,677 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MV CAPITAL MANAGEMENT, INC. holds $6,472,960 across 38 Banks - Regional names. TFC ranks #4 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFG	Citizens Financial Group Inc/Ri	60,431	$4,234,400
2	PNFP	Pinnacle Financial Partners, Inc.	11,320	$1,141,961
3	MTB	M&T Bank Corp	1,223	$291,086
4	TFC	Truist Financial Corp This page	5,412	$269,625
5	RF	Regions Financial Corp	6,044	$182,528
6	PNC	Pnc Financial Services Group, Inc.	370	$91,101
7	KEY	Keycorp /New/	2,107	$48,566
8	USB	US Bancorp De	803	$48,501

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,625	5,412	0.0%	Shares	Sole	2026-07-30
2026-03-31	$248,789	5,412	+9.2%	Shares	Sole	2026-04-30
2025-12-31	$243,884	4,956	+9.6%	Shares	Sole	2026-02-23
2025-09-30	$206,745	4,522	+15.6%	Shares	Sole	2026-02-23
2025-06-30	$168,176	3,912	+14.5%	Shares	Sole	2025-08-08
2025-03-31	$140,568	3,416	+4.2%	Shares	Sole	2025-04-15
2024-12-31	$142,243	3,279	-0.0%	Shares	Sole	2025-02-12
2024-09-30	$140,285	3,280	+0.8%	Shares	Sole	2024-11-04
2024-06-30	$126,379	3,253	+0.5%	Shares	Sole	2024-08-01
2024-03-31	$126,178	3,237	+0.4%	Shares	Sole	2024-04-18
2023-12-31	$119,030	3,224	-28.7%	Shares	Sole	2024-01-29
2023-09-30	$129,431	4,524	+4.7%	Shares	Sole	2023-11-07
2023-06-30	$131,081	4,319	+5.3%	Shares	Sole	2023-08-03
2023-03-31	$139,878	4,102	-1.7%	Shares	Sole	2023-04-26
2022-12-31	$179,607	4,174	-2.6%	Shares	Sole	2023-01-27
2022-09-30	$186,568	4,285	+2.4%	Shares	Sole	2022-10-24
2022-06-30	$198,447	4,184	-1.9%	Shares	Sole	2022-07-19
2022-03-31	$241,825	4,265	+2.2%	Shares	Sole	2022-05-09
2021-12-31	$244,446	4,175	+17.5%	Shares	Sole	2022-02-02
2021-09-30	$208,324	3,552	+7.2%	Shares	Sole	2021-11-12
2021-06-30	$183,927	3,314	+62.8%	Shares	Sole	2021-08-03
2021-03-31	$118,739	2,036	+1.8%	Shares	Sole	2021-05-12
2020-12-31	$95,860	2,000	0.0%	Shares	Sole	2021-02-08
2020-09-30	$76,100	2,000	-8.3%	Shares	Sole	2020-11-12
2020-06-30	$81,896	2,181	-26.1%	Shares	Sole	2020-08-04
2020-03-31	$91,039	2,952	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.