Royal Fund Management, LLC

Position in TFC — Truist Financial Corp

CIK 1810099 Lady Lake, FL

Position in TFC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,880,356

+$21,192 QoQ

Shares Held

37,743

-6.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#576

of 1,678 holders

Holding Since

Mar 2020

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Royal Fund Management, LLC holds $8,234,281 across 3 Banks - Regional names. TFC ranks #2 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	88,864	$5,367,385
2	TFC	Truist Financial Corp This page	37,743	$1,880,356
3	KEY	Keycorp /New/	42,800	$986,540

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,880,356	37,743	-6.7%	Shares	Sole	2026-07-20
2026-03-31	$1,859,164	40,443	-1.1%	Shares	Sole	2026-05-19
2025-12-31	$2,012,787	40,902	+10.7%	Shares	Sole	2026-01-15
2025-09-30	$1,689,354	36,950	+401.7%	Shares	Sole	2025-10-29
2020-03-31	$227,136	7,365	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.