KMG FIDUCIARY PARTNERS, LLC

Position in TFC — Truist Financial Corp

CIK 1773205 TOLEDO, OH

Position in TFC

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$2,471,714

-$122,587 QoQ

Shares Held

53,768

+2.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

KMG FIDUCIARY PARTNERS, LLC holds $1,612,239 across 4 Banks - Regional names.

#	Ticker	Company	Shares	Value (USD)
1	FHN	First Horizon Corp	22,900	$587,156
2	HBAN	Huntington Bancshares Inc /Md/	23,121	$409,935
3	FITB	Fifth Third Bancorp	6,460	$364,150
4	VLY	Valley National Bancorp	17,133	$250,998

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,471,714	53,768	+2.0%	Shares	Sole	2026-04-13
2025-12-31	$2,594,301	52,719	+3.5%	Shares	Sole	2026-01-14
2025-09-30	$2,327,788	50,914	+1.7%	Shares	Sole	2025-10-10
2025-06-30	$2,151,864	50,055	+5.1%	Shares	Sole	2025-07-10
2025-03-31	$1,960,344	47,639	+21.0%	Shares	Sole	2025-04-14
2024-12-31	$1,708,521	39,385	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.