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Anchor Investment Management, LLC

Position in TFC — Truist Financial Corp

CIK 1634149 COLUMBIA, SC

Position in TFC

as of Mar 31, 2026 · filed May 1, 2026
Position Value
$2,890,271
-$259,907 QoQ
Shares Held
62,873
-1.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

Anchor Investment Management, LLC holds $34,340,007 across 20 Banks - Regional names. TFC ranks #2 (8.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 TFC
Truist Financial Corp
This page
62,873 $2,890,271

All Filings in TFC

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,890,271 62,873
2025-12-31 $3,150,178 64,015
2025-09-30 $3,177,814 69,506
2025-06-30 $3,007,709 69,963
2025-03-31 $3,019,875 73,387
2024-12-31 $3,297,877 76,023
2024-09-30 $3,296,412 77,073
2024-06-30 $3,165,808 81,488
2024-03-31 $3,167,943 81,271
2023-12-31 $3,065,246 83,024
2023-09-30 $2,292,633 80,134
2023-06-30 $2,344,082 77,235
2023-03-31 $2,573,015 75,455
2022-12-31 $3,156,766 73,362
2022-09-30 $2,834,802 65,108
2022-06-30 $3,132,893 66,053
2022-03-31 $3,813,358 67,255
2021-12-31 $3,846,910 65,703
2021-09-30 $3,805,622 64,887
2021-06-30 $3,543,897 63,854
2021-03-31 $3,675,268 63,019
2020-12-31 $2,888,932 60,274
2020-09-30 $2,269,568 59,647
2020-06-30 $2,277,332 60,648
2020-03-31 $1,976,628 64,093