Waterloo Capital, L.P.

Position in TFC — Truist Financial Corp

CIK 1730942 Austin, TX

Position in TFC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$770,217

-$4,055 QoQ

Shares Held

15,460

-8.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#842

of 1,681 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waterloo Capital, L.P. holds $12,194,035 across 10 Banks - Regional names. TFC ranks #5 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FITB	Fifth Third Bancorp	77,961	$4,394,661
2	FFIN	First Financial Bankshares Inc	69,285	$2,397,261
3	RF	Regions Financial Corp	49,060	$1,481,612
4	PNC	Pnc Financial Services Group, Inc.	4,019	$989,558
5	TFC	Truist Financial Corp This page	15,460	$770,217
6	AX	Axos Financial, Inc.	6,355	$618,913
7	USB	US Bancorp \De\	10,126	$611,610
8	CFG	Citizens Financial Group Inc/Ri	6,335	$443,893

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$770,217	15,460	-8.2%	Shares	Sole	2026-07-29
2026-03-31	$774,272	16,843	-2.9%	Shares	Sole	2026-05-12
2025-12-31	$853,399	17,342	+7.1%	Shares	Sole	2026-02-10
2025-09-30	$740,206	16,190	+2.8%	Shares	Sole	2025-11-05
2025-06-30	$676,791	15,743	+17.5%	Shares	Sole	2025-08-12
2025-03-31	$551,286	13,397	+20.5%	Shares	Sole	2025-05-12
2024-12-31	$482,385	11,120	-8.3%	Shares	Sole	2025-02-13
2024-09-30	$518,757	12,129	-15.8%	Shares	Sole	2024-11-14
2024-06-30	$559,906	14,412	+9.3%	Shares	Sole	2024-08-12
2024-03-31	$514,029	13,187	+75.4%	Shares	Sole	2024-05-14
2023-12-31	$277,601	7,519	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.