Position in TFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,360,982
-$267,321 QoQ
Shares Held
27,318
-22.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.56%
of 13F equity value
Holder Rank
#652
of 1,678 holders
Holding Since
Mar 2020
25 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, 2026Marotta Asset Management holds $1,594,293 across 2 Banks - Regional names. TFC ranks #1 (85.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
27,318 | $1,360,982 | |
| 2 | NKSH |
National Bankshares Inc
|
6,422 | $233,311 |
All Filings in TFC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,360,982 | 27,318 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,628,303 | 35,421 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,743,018 | 35,420 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,619,356 | 35,419 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,513,935 | 35,216 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $1,736,406 | 42,197 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $1,834,843 | 42,297 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,804,765 | 42,197 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,641,334 | 42,248 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,637,861 | 42,018 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $1,553,999 | 42,091 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $1,378,286 | 48,175 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,462,111 | 48,175 | Shares | Sole | 2023-07-05 | |
| 2022-12-31 | $2,068,366 | 48,068 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $2,589,323 | 59,470 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $3,010,382 | 63,470 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $3,612,640 | 63,715 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $3,665,991 | 62,613 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $3,244,107 | 55,313 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $3,069,871 | 55,313 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $3,479,837 | 59,668 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $3,039,672 | 63,419 | Shares | Sole | 2021-01-07 | |
| 2020-09-30 | $2,424,127 | 63,709 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $2,396,215 | 63,814 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $1,968,023 | 63,814 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||