Houlihan Financial Resource Group, Ltd.
Position in TFC — Truist Financial Corp
CIK 1802879
ASHBURN, VA
Position in TFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$242,673
+$18,754 QoQ
Shares Held
4,871
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,294
of 1,678 holders
Holding Since
Sep 2020
8 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, 2026Houlihan Financial Resource Group, Ltd. holds $1,432,914 across 2 Banks - Regional names. TFC ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WBS |
Webster Financial Corp
|
15,575 | $1,190,241 | |
| 2 | TFC |
Truist Financial Corp
This page
|
4,871 | $242,673 |
All Filings in TFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,673 | 4,871 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $223,919 | 4,871 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $239,701 | 4,871 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $209,404 | 4,871 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $200,441 | 4,871 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $211,303 | 4,871 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $208,332 | 4,871 | Shares | Sole | 2024-11-01 | |
| 2020-09-30 | $161,712 | 4,250 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||