Monument Capital Management

Position in TFC — Truist Financial Corp

CIK 1729428 ALEXANDRIA, VA

Position in TFC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,141,276

+$116,008 QoQ

Shares Held

22,908

+2.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#703

of 1,678 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Monument Capital Management holds $1,894,969 across 4 Banks - Regional names. TFC ranks #1 (60.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	22,908	$1,141,276
2	FBP	First Bancorp /Pr/	12,147	$316,672
3	USB	US Bancorp De	3,839	$231,875
4	UMBF	Umb Financial Corp	1,437	$205,146

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,141,276	22,908	+2.7%	Shares	Sole	2026-07-22
2026-03-31	$1,025,268	22,303	+0.1%	Shares	Sole	2026-04-16
2025-12-31	$1,096,595	22,284	+0.0%	Shares	Sole	2026-01-26
2025-09-30	$1,018,641	22,280	0.0%	Shares	Sole	2025-10-14
2025-06-30	$957,817	22,280	0.0%	Shares	Sole	2025-07-24
2025-03-31	$916,822	22,280	0.0%	Shares	Sole	2025-04-25
2024-12-31	$966,506	22,280	0.0%	Shares	Sole	2025-01-31
2024-09-30	$952,915	22,280	-0.1%	Shares	Sole	2024-10-15
2024-06-30	$866,510	22,304	0.0%	Shares	Sole	2024-07-22
2024-03-31	$869,409	22,304	+0.0%	Shares	Sole	2024-04-19
2023-12-31	$823,205	22,297	-4.1%	Shares	Sole	2024-02-01
2023-09-30	$665,382	23,257	-1.5%	Shares	Sole	2023-10-25
2023-06-30	$716,867	23,620	+0.1%	Shares	Sole	2023-07-18
2023-03-31	$804,521	23,593	-1.7%	Shares	Sole	2023-04-21
2022-12-31	$1,033,107	24,009	-1.9%	Shares	Sole	2023-01-27
2022-09-30	$1,065,554	24,473	-4.6%	Shares	Sole	2022-11-07
2022-06-30	$1,216,532	25,649	-39.0%	Shares	Sole	2022-07-20
2022-03-31	$2,385,595	42,074	+3.0%	Shares	Sole	2022-04-14
2021-12-31	$2,391,123	40,839	+0.4%	Shares	Sole	2022-01-18
2021-09-30	$2,385,647	40,676	-2.1%	Shares	Sole	2021-10-22
2021-06-30	$2,305,858	41,547	—	Shares	Sole	2021-07-27
No filing history on record for this holder in this stock.