BURKETT FINANCIAL SERVICES, LLC

Position in TFC — Truist Financial Corp

CIK 1762716 ROCK HILL, SC

Position in TFC

as of Sep 30, 2026 · filed Oct 1, 2026 Compact

Position Value

$98,572

+$34,056 QoQ

Shares Held

2,129

+64.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#16

of 23 holders

Holding Since

Dec 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Sep 30, 2026

BURKETT FINANCIAL SERVICES, LLC holds $242,129 across 8 Banks - Regional names. TFC ranks #1 (40.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	2,129	$98,572
2	PNC	Pnc Financial Services Group, Inc.	279	$62,010
3	FCCO	First Community Corp /Sc/	762	$24,513
4	UBSI	United Bankshares Inc/Wv	495	$22,740
5	NKSH	National Bankshares Inc	500	$20,955
6	CTBI	Community Trust Bancorp Inc /Ky/	110	$8,164
7	FNB	Fnb Corp/Pa/	192	$3,304
8	FITB	Fifth Third Bancorp	37	$1,871

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-09-30	$98,572	2,129	+64.4%	Shares	Sole	2026-10-01
2026-06-30	$64,516	1,295	+1.1%	Shares	Sole	2026-07-02
2026-03-31	$58,887	1,281	+1.0%	Shares	Sole	2026-04-01
2025-12-31	$62,398	1,268	+1.0%	Shares	Sole	2026-01-05
2025-09-30	$57,378	1,255	+1.1%	Shares	Sole	2025-11-24
2025-06-30	$53,350	1,241	-0.3%	Shares	Sole	2025-07-01
2025-03-31	$51,231	1,245	+2.8%	Shares	Sole	2025-04-11
2024-12-31	$52,533	1,211	+1.1%	Shares	Sole	2025-01-06
2024-09-30	$51,238	1,198	+26.8%	Shares	Sole	2024-10-08
2024-06-30	$36,713	945	+1.4%	Shares	Sole	2024-07-10
2024-03-31	$36,329	932	-93.8%	Shares	Sole	2024-04-01
2023-12-31	$555,535	15,047	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.