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XML Financial, LLC

Position in TFC — Truist Financial Corp

CIK 1800465 BETHESDA, MD

Position in TFC

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$3,338,288
+$153,395 QoQ
Shares Held
67,007
-3.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#446
of 1,678 holders
Holding Since
Dec 2020
23 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, 2026

XML Financial, LLC holds $8,621,479 across 7 Banks - Regional names. TFC ranks #1 (38.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TFC
Truist Financial Corp
This page
67,007 $3,338,288

All Filings in TFC

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,338,288 67,007
2026-03-31 $3,184,893 69,282
2025-12-31 $3,655,860 74,291
2025-09-30 $3,870,838 84,664
2025-06-30 $3,846,702 89,479
2025-03-31 $3,775,430 91,748
2024-12-31 $4,228,552 97,477
2024-09-30 $4,251,680 99,408
2024-06-30 $3,887,758 100,071
2024-03-31 $3,992,253 102,418
2023-12-31 $4,528,496 122,657
2023-09-30 $3,606,204 126,047
2023-06-30 $3,932,237 129,563
2023-03-31 $4,452,300 130,566
2022-12-31 $5,484,388 127,455
2022-09-30 $5,227,412 120,060
2022-06-30 $223,490 4,712
2022-03-31 $6,141,120 108,309
2021-12-31 $6,321,409 107,966
2021-09-30 $6,355,548 108,364
2021-06-30 $257,353 4,637
2021-03-31 $269,496 4,621
2020-12-31 $228,482 4,767