FINANCIAL MANAGEMENT NETWORK INC
Position in TFC — Truist Financial Corp
CIK 1844831
MISSION VIEJO, CA
Position in TFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$445,689
+$20,467 QoQ
Shares Held
8,946
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,050
of 1,678 holders
Holding Since
Jun 2024
9 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, 2026FINANCIAL MANAGEMENT NETWORK INC holds $777,236 across 2 Banks - Regional names. TFC ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
8,946 | $445,689 | |
| 2 | MTB |
M&T Bank Corp
|
1,393 | $331,547 |
All Filings in TFC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,689 | 8,946 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $425,222 | 9,250 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $451,452 | 9,174 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $414,817 | 9,073 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $573,357 | 13,337 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $547,295 | 13,300 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $792,509 | 18,269 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $780,082 | 18,239 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $707,341 | 18,207 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||