McAdam, LLC

Position in TFC — Truist Financial Corp

CIK 1695490 Philadelphia, PA

Position in TFC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$359,401

+$32,095 QoQ

Shares Held

7,214

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,141

of 1,678 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

McAdam, LLC holds $1,192,054 across 4 Banks - Regional names. TFC ranks #2 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	6,621	$399,908
2	TFC	Truist Financial Corp This page	7,214	$359,401
3	PNC	Pnc Financial Services Group, Inc.	933	$229,723
4	MTB	M&T Bank Corp	853	$203,022

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$359,401	7,214	+1.3%	Shares	Sole	2026-08-04
2026-03-31	$327,306	7,120	+39.0%	Shares	Sole	2026-05-08
2025-12-31	$252,004	5,121	+3.0%	Shares	Sole	2026-02-13
2025-09-30	$227,319	4,972	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.