Disciplined Equity Management, Inc.
Position in TFC — Truist Financial Corp
CIK 1909380
NEPTUNE BEACH, FL
Position in TFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,516,408
+$190,326 QoQ
Shares Held
50,510
-0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
5.36%
of 13F equity value
Holder Rank
#503
of 1,681 holders
Holding Since
Mar 2024
10 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, 2026Disciplined Equity Management, Inc. holds $4,107,344 across 2 Banks - Regional names. TFC ranks #1 (61.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
50,510 | $2,516,408 | |
| 2 | USB |
US Bancorp \De\
|
26,340 | $1,590,936 |
All Filings in TFC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,516,408 | 50,510 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,326,082 | 50,600 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,630,274 | 53,450 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,470,251 | 54,030 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,372,188 | 55,180 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,934,461 | 47,010 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,109,135 | 48,620 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,079,477 | 48,620 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,992,616 | 51,290 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,999,284 | 51,290 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||