Princeton Global Asset Management LLC
Position in TFC — Truist Financial Corp
CIK 1767349
PRINCETON, NJ
Position in TFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$61,378
+$5,433 QoQ
Shares Held
1,232
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,466
of 1,678 holders
Holding Since
Mar 2020
20 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, 2026Princeton Global Asset Management LLC holds $1,502,804 across 13 Banks - Regional names. TFC ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,275 | $560,150 | |
| 2 | BPRN |
Princeton Bancorp, Inc.
|
6,994 | $265,422 | |
| 3 | NFBK |
Northfield Bancorp, Inc.
|
14,076 | $207,339 | |
| 4 | MTB |
M&T Bank Corp
|
787 | $187,313 | |
| 5 | USB |
US Bancorp De
|
1,927 | $116,390 | |
| 6 | TFC |
Truist Financial Corp
This page
|
1,232 | $61,378 | |
| 7 | RF |
Regions Financial Corp
|
1,138 | $34,367 | |
| 8 | LYG |
Lloyds Banking Group plc
|
3,000 | $17,490 |
All Filings in TFC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,378 | 1,232 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $55,945 | 1,217 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $63,382 | 1,288 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $31,821 | 696 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $29,921 | 696 | Shares | Sole | 2025-07-30 | |
| 2023-09-30 | $1,001,149 | 34,993 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,095,847 | 36,107 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,191,726 | 34,948 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $981,858 | 22,818 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,019,010 | 23,404 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,157,529 | 24,405 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,357,681 | 23,945 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,351,275 | 23,079 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,377,923 | 23,494 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,261,404 | 22,728 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,261,928 | 21,638 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,097,069 | 22,889 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $858,788 | 22,570 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,010,245 | 26,904 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $840,729 | 27,261 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||