X-Square Capital, LLC

Position in TFC — Truist Financial Corp

CIK 1729300 GUAYNABO, PR

Position in TFC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$705,133

-$30,507 QoQ

Shares Held

15,339

+2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 70% Shared 0% None 30%

Financial Services · as of Mar 31, 2026

X-Square Capital, LLC holds $11,421,866 across 6 Banks - Regional names. TFC ranks #6 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NU	Nu Holdings Ltd.	360,512	$5,180,557
2	OFG	Ofg Bancorp	49,341	$1,996,336
3	FBP	First Bancorp /Pr/	92,096	$1,967,170
4	BPOP	Popular, Inc.	6,185	$829,841
5	BMA	Macro Bank Inc.	9,601	$742,829
6	TFC	Truist Financial Corp This page	15,339	$705,133

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$705,133	15,339	+2.6%	Shares	Sole	2026-05-15
2025-12-31	$735,640	14,949	+2.1%	Shares	Sole	2026-02-11
2025-09-30	$669,249	14,638	+0.0%	Shares	Sole	2025-11-10
2025-06-30	$629,029	14,632	+5.3%	Shares	Sole	2025-08-05
2025-03-31	$571,943	13,899	+16.1%	Shares	Sole	2025-05-09
2024-12-31	$519,258	11,970	-7.2%	Shares	Sole	2025-02-12
2024-09-30	$551,775	12,901	-0.3%	Shares	Sole	2024-10-22
2024-06-30	$502,485	12,934	-0.4%	Shares	Sole	2024-08-06
2024-03-31	$506,311	12,989	-55.2%	Shares	Sole	2024-05-14
2023-12-31	$1,071,566	29,024	-19.6%	Shares	Sole	2024-02-09
2023-09-30	$1,032,449	36,087	0.0%	Shares	Sole	2023-11-13
2023-06-30	$1,095,240	36,087	-5.3%	Shares	Sole	2023-08-14
2023-03-31	$1,299,141	38,098	-1.6%	Shares	Sole	2023-05-11
2022-12-31	$1,666,422	38,727	+1.3%	Shares	Sole	2023-02-02
2022-09-30	$1,664,272	38,224	+1.1%	Shares	Sole	2022-11-04
2022-06-30	$1,793,660	37,817	+2.5%	Shares	Sole	2022-08-05
2022-03-31	$2,091,266	36,883	+1.9%	Shares	Sole	2022-05-12
2021-12-31	$2,118,983	36,191	-0.8%	Shares	Sole	2022-02-14
2021-09-30	$2,139,845	36,485	+12.2%	Shares	Sole	2021-11-12
2021-06-30	$1,805,137	32,525	+28.5%	Shares	Sole	2021-08-16
2021-03-31	$1,475,612	25,302	+216.3%	Shares	Sole	2021-05-13
2020-12-31	$383,440	8,000	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.