Douglas Lane & Associates, LLC

Position in TFC — Truist Financial Corp

CIK 1672594 NEW YORK, NY

Back to TFC Full portfolio

Position in TFC

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$59,443,878

+$4,296,198 QoQ

Shares Held

1,193,173

-0.5% QoQ

Ownership

0.098%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#87

of 1,681 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Douglas Lane & Associates, LLC holds $146,415,468 across 4 Banks - Regional names. TFC ranks #2 (40.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	1,431,511	$86,463,264
2	TFC	Truist Financial Corp This page	1,193,173	$59,443,878
3	PNC	Pnc Financial Services Group, Inc.	1,152	$283,645
4	MTB	M&T Bank Corp	944	$224,681

All Filings in TFC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$59,443,878	1,193,173	-0.5%	Shares	Sole	2026-07-14
2026-03-31	$55,147,680	1,199,645	+2.8%	Shares	Sole	2026-04-15
2025-12-31	$57,436,288	1,167,167	+2.0%	Shares	Sole	2026-01-22
2025-09-30	$52,295,816	1,143,828	-1.0%	Shares	Sole	2025-10-10
2025-06-30	$49,660,500	1,155,164	-8.1%	Shares	Sole	2025-07-07
2025-03-31	$51,732,010	1,257,157	-1.6%	Shares	Sole	2025-04-09
2024-12-31	$55,409,360	1,277,302	-2.9%	Shares	Sole	2025-01-08
2024-09-30	$56,235,535	1,314,836	-6.0%	Shares	Sole	2024-10-10
2024-06-30	$54,360,551	1,399,242	-4.0%	Shares	Sole	2024-07-08
2024-03-31	$56,822,393	1,457,732	-3.8%	Shares	Sole	2024-04-11
2023-12-31	$55,949,638	1,515,429	-1.9%	Shares	Sole	2024-01-17
2023-09-30	$44,189,203	1,544,537	+6.3%	Shares	Sole	2023-10-16
2023-06-30	$44,097,275	1,452,958	+11.4%	Shares	Sole	2023-07-19
2023-03-31	$44,477,755	1,304,333	+3.2%	Shares	Sole	2023-04-17
2022-12-31	$54,365,048	1,263,422	+10.3%	Shares	Sole	2023-02-14
2022-09-30	$49,890,265	1,145,849	+1.7%	Shares	Sole	2022-10-14
2022-06-30	$53,456,645	1,127,064	+0.3%	Shares	Sole	2022-07-18
2022-03-31	$63,701,826	1,123,489	-4.4%	Shares	Sole	2022-04-25
2021-12-31	$68,772,888	1,174,601	-1.8%	Shares	Sole	2022-01-25
2021-09-30	$70,183,815	1,196,655	-2.1%	Shares	Sole	2021-10-21
2021-06-30	$67,859,572	1,222,695	-3.6%	Shares	Sole	2021-07-19
2021-03-31	$73,997,174	1,268,813	-6.2%	Shares	Sole	2021-04-19
2020-12-31	$64,843,202	1,352,873	-7.8%	Shares	Sole	2021-01-14
2020-09-30	$55,845,452	1,467,686	+1.9%	Shares	Sole	2020-10-19
2020-06-30	$54,074,440	1,440,065	+1.6%	Shares	Sole	2020-07-28
2020-03-31	$43,726,987	1,417,866	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.