CLEAR INVESTMENT RESEARCH, LLC

Position in TFC — Truist Financial Corp

CIK 1635523 ALPHARETTA, GA

Position in TFC

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$106,834

-$1,065 QoQ

Shares Held

2,324

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$106,834	2,324	-1.5%	Shares	Sole	2026-05-04
2025-09-30	$107,899	2,360	0.0%	Shares	Sole	2025-11-07
2025-06-30	$101,456	2,360	0.0%	Shares	Sole	2025-08-04
2025-03-31	$97,114	2,360	0.0%	Shares	Sole	2025-05-09
2024-12-31	$102,376	2,360	-4.9%	Shares	Sole	2025-02-11
2024-09-30	$106,112	2,481	0.0%	Shares	Sole	2024-11-12
2024-06-30	$96,386	2,481	0.0%	Shares	Sole	2024-08-08
2024-03-31	$96,709	2,481	0.0%	Shares	Sole	2024-05-02
2023-12-31	$91,598	2,481	-7.3%	Shares	Sole	2024-02-12
2023-09-30	$76,588	2,677	0.0%	Shares	Sole	2023-11-07
2023-06-30	$81,246	2,677	0.0%	Shares	Sole	2023-08-09
2023-03-31	$91,285	2,677	0.0%	Shares	Sole	2023-05-09
2022-12-31	$115,191	2,677	-5.6%	Shares	Sole	2023-02-10
2022-09-30	$123,522	2,837	0.0%	Shares	Sole	2022-11-01
2022-06-30	$134,558	2,837	0.0%	Shares	Sole	2022-08-05
2022-03-31	$160,857	2,837	0.0%	Shares	Sole	2022-05-02
2021-12-31	$166,106	2,837	-5.4%	Shares	Sole	2022-01-24
2021-09-30	$175,950	3,000	0.0%	Shares	Sole	2021-11-01
2021-06-30	$166,500	3,000	0.0%	Shares	Sole	2021-07-29
2021-03-31	$174,960	3,000	0.0%	Shares	Sole	2021-05-05
2020-12-31	$143,790	3,000	0.0%	Shares	Sole	2021-02-10
2020-09-30	$114,150	3,000	0.0%	Shares	Sole	2020-11-04
2020-06-30	$112,650	3,000	0.0%	Shares	Sole	2020-07-27
2020-03-31	$92,520	3,000	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.