Peachtree Investment Partners, LLC
Position in TFC — Truist Financial Corp
CIK 1743863
INDIAN RIVER SHORES,, FL
Position in TFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$301,859
+$23,787 QoQ
Shares Held
6,059
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,199
of 1,678 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Peachtree Investment Partners, LLC holds $1,099,726 across 3 Banks - Regional names. TFC ranks #3 (27.4% of the industry book) .
All Filings in TFC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,859 | 6,059 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $278,072 | 6,049 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $294,718 | 5,989 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $279,303 | 6,109 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $268,644 | 6,249 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $264,553 | 6,429 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $284,312 | 6,554 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $287,799 | 6,729 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $279,486 | 7,194 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $296,598 | 7,609 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $291,040 | 7,883 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $233,600 | 8,165 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $256,852 | 8,463 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $282,961 | 8,298 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $357,062 | 8,298 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||