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Socorro Asset Management LP

Position in TFC — Truist Financial Corp

CIK 1781882 DALLAS, TX

Position in TFC

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$4,794,073
-$862,468 QoQ
Shares Held
104,287
-9.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2023
13 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, 2026

Socorro Asset Management LP holds $8,897,652 across 1 Banks - Regional name.

# Ticker Company Shares Value (USD) Open

All Filings in TFC

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,794,073 104,287
2025-12-31 $5,656,541 114,947
2025-09-30 $6,833,951 149,474
2025-06-30 $7,452,961 173,365
2025-03-31 $7,837,758 190,468
2024-12-31 $8,105,032 186,838
2024-09-30 $7,991,061 186,838
2024-06-30 $8,813,316 226,855
2024-03-31 $9,689,804 248,584
2023-12-31 $7,638,157 206,884
2023-09-30 $5,698,368 199,174
2023-06-30 $6,044,930 199,174
2023-03-31 $6,393,750 187,500