GoalVest Advisory LLC

Position in TFC — Truist Financial Corp

CIK 1839307 NEW YORK, NY

Position in TFC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$54,503

+$5,637 QoQ

Shares Held

1,094

+2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#65

of 80 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Jun 30, 2026

GoalVest Advisory LLC holds $617,048 across 14 Banks - Regional names. TFC ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OBT	Orange County Bancorp, Inc. /DE/	4,100	$150,798
2	UMBF	Umb Financial Corp	915	$130,625
3	USB	US Bancorp De	1,157	$69,882
4	TFC	Truist Financial Corp This page	1,094	$54,503
5	CFG	Citizens Financial Group Inc/Ri	680	$47,647
6	KEY	Keycorp /New/	1,476	$34,021
7	FITB	Fifth Third Bancorp	545	$30,721
8	CFR	Cullen/Frost Bankers, Inc.	194	$29,976

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.