Ballast, Inc.

Position in TFC — Truist Financial Corp

CIK 1730477 Lexington, KY

Position in TFC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$2,432,760

+$610,464 QoQ

Shares Held

48,831

+23.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

#512

of 1,681 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ballast, Inc. holds $4,156,111 across 5 Banks - Regional names. TFC ranks #1 (58.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	48,831	$2,432,760
2	CBK	Commercial Bancgroup, Inc.	18,975	$612,702
3	USB	US Bancorp \De\	6,538	$394,895
4	PNFP	Pinnacle Financial Partners, Inc.	3,900	$393,432
5	CFG	Citizens Financial Group Inc/Ri	4,600	$322,322

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,432,760	48,831	+23.2%	Shares	Sole	2026-07-10
2026-03-31	$1,822,296	39,641	-0.1%	Shares	Sole	2026-05-15
2025-12-31	$1,952,062	39,668	-0.8%	Shares	Sole	2026-02-03
2025-09-30	$1,828,662	39,997	+1.6%	Shares	Sole	2025-11-07
2025-03-31	$1,619,170	39,348	+0.7%	Shares	Sole	2025-05-12
2024-12-31	$1,694,336	39,058	-5.0%	Shares	Sole	2025-01-16
2024-09-30	$1,757,889	41,101	-1.3%	Shares	Sole	2024-10-16
2024-06-30	$1,617,752	41,641	+2.1%	Shares	Sole	2024-07-15
2024-03-31	$1,590,422	40,801	+4.4%	Shares	Sole	2024-05-06
2023-12-31	$1,443,165	39,089	+0.5%	Shares	Sole	2024-01-18
2023-09-30	$1,112,929	38,900	+25.6%	Shares	Sole	2023-10-18
2023-06-30	$940,303	30,982	+11.9%	Shares	Sole	2023-07-19
2023-03-31	$944,399	27,695	+4.9%	Shares	Sole	2023-04-19
2022-12-31	$1,136,207	26,405	+4.3%	Shares	Sole	2023-01-26
2022-09-30	$1,102,084	25,312	+1.2%	Shares	Sole	2022-10-18
2022-06-30	$1,186,366	25,013	+9.4%	Shares	Sole	2022-07-14
2022-03-31	$1,296,048	22,858	+7.0%	Shares	Sole	2022-04-18
2021-12-31	$1,251,330	21,372	+0.0%	Shares	Sole	2022-01-18
2021-09-30	$1,253,291	21,369	+5.8%	Shares	Sole	2021-11-12
2021-06-30	$1,120,822	20,195	+19.1%	Shares	Sole	2021-08-04
2021-03-31	$989,107	16,960	+2.4%	Shares	Sole	2021-05-05
2020-12-31	$793,768	16,561	-5.0%	Shares	Sole	2021-01-21
2020-09-30	$663,059	17,426	-18.3%	Shares	Sole	2020-10-14
2020-06-30	$801,392	21,342	-7.3%	Shares	Sole	2020-08-11
2020-03-31	$710,306	23,032	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.