BURKETT FINANCIAL SERVICES, LLC

Position in TFC — Truist Financial Corp

CIK 1762716 ROCK HILL, SC

Position in TFC

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$64,516

+$5,629 QoQ

Shares Held

1,295

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,462

of 1,678 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BURKETT FINANCIAL SERVICES, LLC holds $98,897 across 5 Banks - Regional names. TFC ranks #1 (65.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	1,295	$64,516
2	UBSI	United Bankshares Inc/Wv	412	$18,881
3	FCCO	First Community Corp /Sc/	299	$9,771
4	FNB	Fnb Corp/Pa/	191	$3,644
5	FITB	Fifth Third Bancorp	37	$2,085

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.