Poehling Capital Management, INC.

Position in TFC — Truist Financial Corp

CIK 1730815 Madison, WI

Position in TFC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,840,238

+$190,941 QoQ

Shares Held

57,010

-1.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#482

of 1,678 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Poehling Capital Management, INC. holds $6,077,129 across 5 Banks - Regional names. TFC ranks #1 (46.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	57,010	$2,840,238
2	FBIZ	First Business Financial Services, Inc.	23,848	$1,506,478
3	USB	US Bancorp De	16,844	$1,017,377
4	ASB	Associated Banc-Corp	11,595	$356,778
5	FITB	Fifth Third Bancorp	6,320	$356,258

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,840,238	57,010	-1.1%	Shares	Sole	2026-07-20
2026-03-31	$2,649,297	57,631	+0.0%	Shares	Sole	2026-04-21
2025-12-31	$2,835,332	57,617	+10.0%	Shares	Sole	2026-02-06
2025-09-30	$2,394,539	52,374	-0.7%	Shares	Sole	2025-11-05
2025-06-30	$2,267,593	52,747	+0.2%	Shares	Sole	2025-08-11
2025-03-31	$2,166,876	52,658	+2.8%	Shares	Sole	2025-05-02
2024-12-31	$2,221,099	51,201	+0.6%	Shares	Sole	2025-02-18
2024-09-30	$2,176,736	50,894	-3.4%	Shares	Sole	2024-11-13
2024-06-30	$2,046,501	52,677	+1.8%	Shares	Sole	2024-08-09
2024-03-31	$2,017,059	51,746	+7.7%	Shares	Sole	2024-05-10
2023-12-31	$1,773,784	48,044	+44.2%	Shares	Sole	2024-02-13
2023-09-30	$953,514	33,328	+10.3%	Shares	Sole	2023-11-15
2023-06-30	$916,873	30,210	-30.4%	Shares	Sole	2023-08-14
2023-03-31	$1,481,133	43,435	+5.5%	Shares	Sole	2023-05-11
2022-12-31	$1,770,813	41,153	+32.1%	Shares	Sole	2023-02-13
2022-09-30	$1,356,880	31,164	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.