Symphony Financial, Ltd. Co.

Position in TFC — Truist Financial Corp

CIK 1800687 HOUSTON, TX

Position in TFC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$532,326

+$55,710 QoQ

Shares Held

10,685

+3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#979

of 1,685 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Symphony Financial, Ltd. Co. holds $2,264,322 across 5 Banks - Regional names. TFC ranks #3 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	2,345	$577,385
2	CFR	Cullen/Frost Bankers, Inc.	3,482	$538,038
3	TFC	Truist Financial Corp This page	10,685	$532,326
4	FFIN	First Financial Bankshares Inc	11,101	$384,094
5	USB	US Bancorp De	3,849	$232,479

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$532,326	10,685	+3.1%	Shares	Sole	2026-08-04
2026-03-31	$476,616	10,368	-4.4%	Shares	Sole	2026-05-01
2025-12-31	$533,584	10,843	-60.2%	Shares	Sole	2026-02-11
2025-09-30	$1,246,692	27,268	+8.9%	Shares	Sole	2025-10-31
2025-06-30	$1,076,039	25,030	+53.1%	Shares	Sole	2025-08-15
2025-03-31	$672,720	16,348	-45.7%	Shares	Sole	2025-04-23
2024-12-31	$1,305,087	30,085	+6.6%	Shares	Sole	2025-01-24
2024-09-30	$1,206,712	28,214	+14.0%	Shares	Sole	2024-10-21
2024-06-30	$961,382	24,746	+22.8%	Shares	Sole	2024-07-18
2023-12-31	$744,270	20,159	—	Shares	Sole	2024-01-18
No filing history on record for this holder in this stock.