Stone House Investment Management, LLC
Position in TFC — Truist Financial Corp
CIK 1696497
TUNKHANNOCK, PA
Position in TFC
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$21,743
+$7,965 QoQ
Shares Held
473
+68.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 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 Mar 31, 2026Stone House Investment Management, LLC holds $2,918,757 across 60 Banks - Regional names. TFC ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CZNC |
Citizens & Northern Corp
|
56,373 | $1,259,372 | |
| 2 | PFIS |
Peoples Financial Services Corp.
|
10,180 | $542,899 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,011 | $418,468 | |
| 4 | CBU |
Community Financial System, Inc.
|
3,808 | $223,339 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
5,165 | $219,925 | |
| 6 | MTB |
M&T Bank Corp
|
282 | $58,295 | |
| 7 | CZFS |
Citizens Financial Services Inc
|
496 | $30,330 | |
| 8 | TFC |
Truist Financial Corp
This page
|
473 | $21,743 |
All Filings in TFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,743 | 473 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $13,778 | 280 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $12,435 | 272 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,091 | 258 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $17,159 | 417 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $9,067 | 212 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,236 | 212 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,122 | 311 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||