BROOKS, MOORE & ASSOCIATES, INC.
Position in TFC — Truist Financial Corp
CIK 1767040
CHATTANOOGA, TN
Position in TFC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,475,170
+$223,637 QoQ
Shares Held
29,610
+8.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#635
of 1,678 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026BROOKS, MOORE & ASSOCIATES, INC. holds $2,463,294 across 3 Banks - Regional names. TFC ranks #1 (59.9% of the industry book) .
All Filings in TFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,475,170 | 29,610 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,251,533 | 27,225 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,448,053 | 29,426 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,345,356 | 29,426 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,277,920 | 29,726 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,223,224 | 29,726 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,289,513 | 29,726 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,292,766 | 30,226 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,170,861 | 30,138 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,395,522 | 35,801 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,425,702 | 38,616 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,326,216 | 46,355 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,696,898 | 55,911 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,996,077 | 58,536 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,370,178 | 55,082 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,309,884 | 53,052 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $2,521,710 | 53,167 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,607,537 | 63,625 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,713,533 | 63,425 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,707,442 | 63,213 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,558,271 | 64,113 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,563,235 | 61,098 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,951,529 | 61,580 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,321,240 | 61,005 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,318,975 | 61,757 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,884,478 | 61,105 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||