Lebenthal Global Advisors, LLC

Position in TFC — Truist Financial Corp

CIK 1845766 Hauppauge, NY

Position in TFC

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$931,949

-$61,945 QoQ

Shares Held

20,273

+0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lebenthal Global Advisors, LLC holds $623,735 across 2 Banks - Regional names.

#	Ticker	Company	Shares	Value (USD)	Open
1	USB	US Bancorp \De\	5,916	$357,325
2	PNC	Pnc Financial Services Group, Inc.	1,082	$266,410

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$931,949	20,273	+0.4%	Shares	Defined	2026-05-14
2025-12-31	$993,894	20,197	-0.5%	Shares	Defined	2026-01-28
2025-09-30	$927,933	20,296	-0.5%	Shares	Defined	2025-11-04
2025-06-30	$877,296	20,407	-2.0%	Shares	Defined	2025-08-14
2025-03-31	$857,154	20,830	+0.6%	Shares	Defined	2025-05-15
2024-12-31	$898,573	20,714	+4.1%	Shares	Defined	2025-01-22
2024-09-30	$851,208	19,902	+0.8%	Shares	Defined	2024-10-28
2024-06-30	$767,054	19,744	-0.1%	Shares	Defined	2024-07-24
2024-03-31	$770,322	19,762	+6.1%	Shares	Defined	2024-05-09
2023-12-31	$687,856	18,631	-6.5%	Shares	Defined	2024-02-07
2023-09-30	$570,225	19,931	-4.7%	Shares	Defined	2023-11-08
2023-06-30	$634,679	20,912	+49.2%	Shares	Defined	2023-08-08
2023-03-31	$477,911	14,015	-12.2%	Shares	Defined	2023-05-05
2022-12-31	$687,016	15,966	+9.8%	Shares	Defined	2023-02-07
2022-09-30	$632,984	14,538	0.0%	Shares	Defined	2022-11-08
2022-06-30	$689,537	14,538	+64.0%	Shares	Defined	2022-08-05
2022-03-31	$502,645	8,865	+53.5%	Shares	Defined	2022-05-10
2021-12-31	$338,126	5,775	+34.6%	Shares	Defined	2022-04-15
2021-03-31	$250,134	4,289	+43.7%	Shares	Sole	2021-05-07
2020-12-31	$143,071	2,985	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.