Biltmore Family Office, LLC
Family OfficePosition in TFC — Truist Financial Corp
CIK 1731123
CHARLOTTE, NC
Position in TFC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$430,555
+$18,865 QoQ
Shares Held
9,366
+12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 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 Mar 31, 2026Biltmore Family Office, LLC holds $6,239,694 across 7 Banks - Regional names. TFC ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
16,458 | $3,424,745 | |
| 2 | MYFW |
First Western Financial Inc
|
45,316 | $1,113,867 | |
| 3 | FITB |
Fifth Third Bancorp
|
9,528 | $442,670 | |
| 4 | TFC |
Truist Financial Corp
This page
|
9,366 | $430,555 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
5,485 | $328,935 | |
| 6 | VLY |
Valley National Bancorp
|
23,029 | $282,796 | |
| 7 | SSB |
SouthState Bank Corp
|
2,336 | $216,126 |
All Filings in TFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $430,555 | 9,366 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $411,690 | 8,366 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $332,567 | 7,274 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $312,709 | 7,274 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $285,992 | 6,950 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $301,491 | 6,950 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $297,251 | 6,950 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $267,288 | 6,880 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $268,182 | 6,880 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $254,009 | 6,880 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $248,363 | 8,681 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $263,468 | 8,681 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $380,760 | 11,166 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $468,510 | 10,888 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $417,679 | 9,593 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $644,715 | 13,593 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $776,052 | 13,687 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $662,024 | 11,307 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $643,625 | 10,974 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $625,707 | 11,274 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $826,977 | 14,180 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,015,157 | 21,180 | Shares | Sole | 2021-02-09 | |
| 2020-06-30 | $226,426 | 6,030 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||