Hennion & Walsh Asset Management, Inc.
Position in TFC — Truist Financial Corp
CIK 1861642
Parsippany, NJ
Position in TFC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,347,627
-$38,808 QoQ
Shares Held
72,822
+5.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Hennion & Walsh Asset Management, Inc. holds $31,460,425 across 49 Banks - Regional names. TFC ranks #1 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
72,822 | $3,347,627 | |
| 2 | BCH |
Bank Of Chile
|
59,325 | $2,197,398 | |
| 3 | MTB |
M&T Bank Corp
|
8,499 | $1,756,913 | |
| 4 | PFBC |
Preferred Bank
|
14,321 | $1,298,771 | |
| 5 | BSAC |
Banco Santander Chile
|
34,037 | $1,136,835 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
5,294 | $1,101,628 | |
| 7 | KB |
KB Financial Group Inc.
|
11,012 | $1,098,226 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
28,306 | $776,433 |
All Filings in TFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,347,627 | 72,822 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,386,435 | 68,816 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,541,071 | 55,579 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,287,454 | 53,209 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,468,355 | 35,683 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,395,751 | 32,175 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $550,022 | 12,860 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $713,713 | 18,371 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $520,383 | 13,350 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $496,610 | 13,451 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $861,990 | 30,129 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $923,762 | 30,437 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,587,014 | 46,540 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,253,782 | 52,377 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,422,434 | 55,637 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,552,303 | 53,812 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,937,513 | 51,808 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,589,432 | 44,226 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,544,723 | 26,338 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,083,859 | 19,529 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $473,208 | 8,114 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||