F/m Investments LLC

Position in TFC — Truist Financial Corp

CIK 1834499 WASHINGTON, DC

Position in TFC

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$612,044

-$63,117 QoQ

Shares Held

13,314

-3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

F/m Investments LLC holds $5,421,455 across 5 Banks - Regional names. TFC ranks #3 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	13,751	$2,861,445
2	BFC	Bank First Corp	8,325	$1,124,374
3	TFC	Truist Financial Corp This page	13,314	$612,044
4	WTFC	Wintrust Financial Corp	3,411	$473,924
5	WBS	Webster Financial Corp	5,037	$349,668

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$612,044	13,314	-3.0%	Shares	Sole	2026-05-11
2025-12-31	$675,161	13,720	0.0%	Shares	Sole	2026-02-03
2025-09-30	$627,278	13,720	-2.0%	Shares	Sole	2025-11-13
2025-06-30	$601,602	13,994	-5.1%	Shares	Sole	2025-08-13
2025-03-31	$606,880	14,748	-93.6%	Shares	Sole	2025-05-14
2024-12-31	$9,937,750	229,086	+6.6%	Shares	Sole	2025-02-13
2024-09-30	$9,194,265	214,970	+214.9%	Shares	Defined	2024-10-29
2024-06-30	$2,652,172	68,267	+1865.1%	Shares	Sole	2024-07-29
2021-03-31	$202,603	3,474	—	Shares	Sole	2021-06-01
No filing history on record for this holder in this stock.