HORIZON FINANCIAL SERVICES, LLC
Position in TFC — Truist Financial Corp
CIK 1674020
WINSTON SALEM, NC
Position in TFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$207,998
+$177,382 QoQ
Shares Held
4,175
+526.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#1,367
of 1,678 holders
Holding Since
Sep 2020
19 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, 2026HORIZON FINANCIAL SERVICES, LLC holds $295,393 across 12 Banks - Regional names. TFC ranks #1 (70.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
4,175 | $207,998 | |
| 2 | PNFP |
Pinnacle Financial Partners, Inc.
|
409 | $41,259 | |
| 3 | UMBF |
Umb Financial Corp
|
95 | $13,562 | |
| 4 | RF |
Regions Financial Corp
|
417 | $12,593 | |
| 5 | FITB |
Fifth Third Bancorp
|
103 | $5,806 | |
| 6 | LYG |
Lloyds Banking Group plc
|
810 | $4,722 | |
| 7 | FNB |
Fnb Corp/Pa/
|
129 | $2,461 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
67 | $2,261 |
All Filings in TFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,998 | 4,175 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $30,616 | 666 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $31,199 | 634 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $28,666 | 627 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $0 | 0 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $0 | 0 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $0 | 0 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $215,000 | 6,305 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $279,436 | 6,494 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $282,748 | 6,494 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $308,010 | 6,494 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $368,209 | 6,494 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $481,866 | 8,230 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $501,457 | 8,550 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $138,361 | 2,493 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $146,091 | 2,505 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $287,675 | 6,002 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $228,376 | 6,002 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||