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Equibles

Biltmore Family Office, LLC

Family Office

Position in TFC — Truist Financial Corp

CIK 1731123 CHARLOTTE, NC
Back to TFC Full portfolio

Position in TFC

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$416,794
-$13,761 QoQ
Shares Held
8,366
-10.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,088
of 1,689 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Biltmore Family Office, LLC holds $6,623,523 across 7 Banks - Regional names. TFC ranks #3 (6.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 13,854 $3,411,131
2 MYFW
First Western Financial Inc
 45,316 $1,455,096
3 TFC
Truist Financial Corp
This page 		8,366 $416,794
4 FITB
Fifth Third Bancorp
 7,147 $402,876
5 CFG
Citizens Financial Group Inc/Ri
 5,236 $366,886
6 VLY
Valley National Bancorp
 23,029 $337,374
7 SSB
SouthState Bank Corp
 2,336 $233,366

All Filings in TFC

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $416,794 8,366
2026-03-31 $430,555 9,366
2025-12-31 $411,690 8,366
2025-09-30 $332,567 7,274
2025-06-30 $312,709 7,274
2025-03-31 $285,992 6,950
2024-12-31 $301,491 6,950
2024-09-30 $297,251 6,950
2024-06-30 $267,288 6,880
2024-03-31 $268,182 6,880
2023-12-31 $254,009 6,880
2023-09-30 $248,363 8,681
2023-06-30 $263,468 8,681
2023-03-31 $380,760 11,166
2022-12-31 $468,510 10,888
2022-09-30 $417,679 9,593
2022-06-30 $644,715 13,593
2022-03-31 $776,052 13,687
2021-12-31 $662,024 11,307
2021-09-30 $643,625 10,974
2021-06-30 $625,707 11,274
2021-03-31 $826,977 14,180
2020-12-31 $1,015,157 21,180
2020-06-30 $226,426 6,030