GoalVest Advisory LLC

Position in TFC — Truist Financial Corp

CIK 1839307 NEW YORK, NY

Position in TFC

as of Sep 30, 2026 · filed Oct 2, 2026 Compact

Position Value

$49,216

-$5,287 QoQ

Shares Held

1,063

-2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#58

of 74 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Sep 30, 2026

GoalVest Advisory LLC holds $669,627 across 20 Banks - Regional names. TFC ranks #5 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OBT	Orange County Bancorp, Inc. /DE/	4,100	$151,495
2	UMBF	Umb Financial Corp	865	$112,458
3	USB	US Bancorp De	1,301	$75,145
4	CFG	Citizens Financial Group Inc/Ri	883	$56,300
5	TFC	Truist Financial Corp This page	1,063	$49,216
6	KEY	Keycorp /New/	1,476	$29,623
7	CFR	Cullen/Frost Bankers, Inc.	194	$29,617
8	FITB	Fifth Third Bancorp	545	$27,566

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-09-30	$49,216	1,063	-2.8%	Shares	Sole	2026-10-02
2026-06-30	$54,503	1,094	+2.9%	Shares	Sole	2026-07-09
2026-03-31	$48,866	1,063	0.0%	Shares	Sole	2026-04-13
2025-12-31	$52,310	1,063	+418.5%	Shares	Sole	2026-01-05
2025-09-30	$9,372	205	0.0%	Shares	Sole	2025-10-22
2025-06-30	$8,812	205	+2828.6%	Shares	Sole	2025-08-01
2025-03-31	$288	7	-95.2%	Shares	Sole	2025-04-07
2023-12-31	$5,353	145	-99.5%	Shares	Sole	2024-01-02
2023-06-30	$870,589	28,685	-6.2%	Shares	Sole	2023-07-17
2023-03-31	$1,043,289	30,595	+6.9%	Shares	Sole	2023-04-03
2022-12-31	$1,231,217	28,613	+14.3%	Shares	Sole	2023-01-06
2022-09-30	$1,090,110	25,037	+18.7%	Shares	Sole	2022-10-11
2022-06-30	$1,000,203	21,088	+150528.6%	Shares	Sole	2022-07-06
2022-03-31	$793	14	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.