Rossmore Private Capital

Position in TFC — Truist Financial Corp

CIK 1733082 GLASTONBURY, CT

Position in TFC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$679,594

+$49,024 QoQ

Shares Held

13,641

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#896

of 1,678 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Rossmore Private Capital holds $1,508,755 across 3 Banks - Regional names. TFC ranks #1 (45.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	13,641	$679,594
2	PNC	Pnc Financial Services Group, Inc.	2,483	$611,364
3	WBS	Webster Financial Corp	2,850	$217,797

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$679,594	13,641	-0.6%	Shares	Sole	2026-07-31
2026-03-31	$630,570	13,717	-2.5%	Shares	Sole	2026-05-01
2025-12-31	$692,286	14,068	-0.2%	Shares	Sole	2026-02-05
2025-09-30	$644,560	14,098	-0.1%	Shares	Sole	2025-10-30
2025-06-30	$606,932	14,118	-0.9%	Shares	Sole	2025-08-07
2025-03-31	$586,428	14,251	-15.3%	Shares	Sole	2025-05-13
2024-12-31	$729,521	16,817	0.0%	Shares	Sole	2025-02-13
2024-09-30	$719,263	16,817	0.0%	Shares	Sole	2024-11-05
2024-06-30	$653,340	16,817	0.0%	Shares	Sole	2024-08-12
2024-03-31	$655,526	16,817	-14.6%	Shares	Sole	2024-05-13
2023-12-31	$726,696	19,683	-21.2%	Shares	Sole	2024-02-07
2023-09-30	$714,735	24,982	-0.9%	Shares	Sole	2023-11-13
2023-06-30	$765,032	25,207	-5.5%	Shares	Sole	2023-08-14
2023-03-31	$909,583	26,674	-5.4%	Shares	Sole	2023-05-02
2022-12-31	$1,213,446	28,200	-29.7%	Shares	Sole	2023-02-14
2022-09-30	$1,746,084	40,103	+0.7%	Shares	Sole	2022-11-08
2022-06-30	$1,889,753	39,843	-2.5%	Shares	Sole	2022-08-11
2022-03-31	$2,317,782	40,878	+0.3%	Shares	Sole	2022-05-09
2021-12-31	$2,387,083	40,770	+2.1%	Shares	Sole	2022-02-07
2021-09-30	$2,341,190	39,918	+0.4%	Shares	Sole	2021-11-08
2021-06-30	$2,207,124	39,768	+3.8%	Shares	Sole	2021-08-13
2021-03-31	$2,234,822	38,320	+6.3%	Shares	Sole	2021-05-10
2020-12-31	$1,728,020	36,053	+9.6%	Shares	Sole	2021-02-10
2020-09-30	$1,252,225	32,910	+26.0%	Shares	Sole	2020-11-10
2020-06-30	$980,618	26,115	+2.3%	Shares	Sole	2020-08-05
2020-03-31	$787,191	25,525	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.