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Equibles

Marotta Asset Management

Position in TFC — Truist Financial Corp

CIK 1802091 CHARLOTTESVILLE, VA
Back to TFC Full portfolio

Position in TFC

as of Sep 30, 2026 · filed Oct 2, 2026
Position Value
$1,264,823
-$96,159 QoQ
Shares Held
27,318
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#3
of 20 holders
Holding Since
Mar 2020
26 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 Sep 30, 2026

Marotta Asset Management holds $1,533,969 across 2 Banks - Regional names. TFC ranks #1 (82.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TFC
Truist Financial Corp
This page 		27,318 $1,264,823
2 NKSH
National Bankshares Inc
 6,422 $269,146

All Filings in TFC

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26 filing rows on record
Report Date Value (USD) Shares
2026-09-30 $1,264,823 27,318
2026-06-30 $1,360,982 27,318
2026-03-31 $1,628,303 35,421
2025-12-31 $1,743,018 35,420
2025-09-30 $1,619,356 35,419
2025-06-30 $1,513,935 35,216
2025-03-31 $1,736,406 42,197
2024-12-31 $1,834,843 42,297
2024-09-30 $1,804,765 42,197
2024-06-30 $1,641,334 42,248
2024-03-31 $1,637,861 42,018
2023-12-31 $1,553,999 42,091
2023-09-30 $1,378,286 48,175
2023-06-30 $1,462,111 48,175
2022-12-31 $2,068,366 48,068
2022-09-30 $2,589,323 59,470
2022-06-30 $3,010,382 63,470
2022-03-31 $3,612,640 63,715
2021-12-31 $3,665,991 62,613
2021-09-30 $3,244,107 55,313
2021-06-30 $3,069,871 55,313
2021-03-31 $3,479,837 59,668
2020-12-31 $3,039,672 63,419
2020-09-30 $2,424,127 63,709
2020-06-30 $2,396,215 63,814
2020-03-31 $1,968,023 63,814