SIMON QUICK ADVISORS, LLC

Position in TFC — Truist Financial Corp

CIK 1692038 MORRISTOWN, NJ

Position in TFC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$5,133,054

+$440,943 QoQ

Shares Held

103,032

+0.9% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#369

of 1,681 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Financial Services · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $26,033,591 across 4 Banks - Regional names. TFC ranks #3 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFS	Provident Financial Services Inc	600,000	$14,184,000
2	FITB	Fifth Third Bancorp	102,853	$5,797,823
3	TFC	Truist Financial Corp This page	103,032	$5,133,054
4	PNFP	Pinnacle Financial Partners, Inc.	9,107	$918,714

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,133,054	103,032	+0.9%	Shares	Sole	2026-07-28
2026-03-31	$4,692,111	102,069	-5.2%	Shares	Sole	2026-05-06
2025-12-31	$5,297,505	107,651	+0.1%	Shares	Sole	2026-01-29
2025-09-30	$4,918,694	107,583	-0.1%	Shares	Sole	2025-10-21
2025-06-30	$4,631,140	107,726	+1342.1%	Shares	Sole	2025-10-08
2025-03-31	$307,390	7,470	+36.7%	Shares	Sole	2025-04-15
2024-12-31	$237,115	5,466	+14.6%	Shares	Sole	2025-01-17
2024-09-30	$203,970	4,769	-44.9%	Shares	Sole	2024-10-15
2022-06-30	$410,886	8,663	-4.9%	Shares	Sole	2022-08-08
2022-03-31	$516,480	9,109	+0.9%	Shares	Sole	2022-05-05
2021-12-31	$528,472	9,026	+658.5%	Shares	Sole	2022-02-08
2021-09-30	$69,793	1,190	+40.3%	Shares	Sole	2021-10-27
2021-06-30	$47,064	848	+0.4%	Shares	Sole	2021-07-21
2021-03-31	$49,280	845	+0.7%	Shares	Sole	2021-05-06
2020-12-31	$40,213	839	+1.0%	Shares	Sole	2021-01-27
2020-09-30	$31,619	831	-14.5%	Shares	Sole	2020-10-26
2020-06-30	$36,498	972	-37.1%	Shares	Sole	2020-08-04
2020-03-31	$47,678	1,546	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.