Colonial River Investments, LLC

Position in TFC — Truist Financial Corp

CIK 1845859 MIDLOTHIAN, VA

Position in TFC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$425,861

+$30,060 QoQ

Shares Held

8,548

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,069

of 1,678 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Colonial River Investments, LLC holds $425,861 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TFC	Truist Financial Corp This page	8,548	$425,861

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$425,861	8,548	-0.7%	Shares	Sole	2026-07-24
2026-03-31	$395,801	8,610	-5.6%	Shares	Sole	2026-04-27
2025-12-31	$448,893	9,122	+2.6%	Shares	Sole	2026-02-04
2025-09-30	$406,587	8,893	-0.1%	Shares	Sole	2025-11-13
2025-06-30	$382,696	8,902	+4.2%	Shares	Sole	2025-07-15
2025-03-31	$351,626	8,545	+1.2%	Shares	Sole	2025-04-25
2024-12-31	$366,430	8,447	-0.6%	Shares	Sole	2025-02-04
2024-09-30	$363,587	8,501	-18.1%	Shares	Sole	2024-11-04
2023-06-30	$314,911	10,376	-19.7%	Shares	Sole	2023-08-08
2023-03-31	$440,469	12,917	-2.7%	Shares	Sole	2023-05-05
2022-12-31	$571,438	13,280	-1.2%	Shares	Sole	2023-02-10
2022-09-30	$585,264	13,442	-2.2%	Shares	Sole	2022-11-14
2022-06-30	$651,830	13,743	-0.2%	Shares	Sole	2022-08-15
2022-03-31	$780,702	13,769	+25.5%	Shares	Sole	2022-04-15
2021-12-31	$642,527	10,974	+0.4%	Shares	Sole	2022-02-15
2021-06-30	$606,504	10,928	-0.5%	Shares	Sole	2021-08-13
2021-03-31	$640,761	10,987	-4.1%	Shares	Sole	2021-05-17
2020-12-31	$549,229	11,459	—	Shares	Sole	2021-02-19
No filing history on record for this holder in this stock.