Cape Investment Advisory, Inc.

Position in TFC — Truist Financial Corp

CIK 1944437 MCDONOUGH, GA

Position in TFC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$454,607

-$1,967 QoQ

Shares Held

9,125

-8.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#266

of 487 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $3,935,305 across 22 Banks - Regional names. TFC ranks #3 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCBS	MetroCity Bankshares, Inc.	56,254	$2,018,956
2	RF	Regions Financial Corp	18,886	$570,357
3	TFC	Truist Financial Corp This page	9,125	$454,607
4	LYG	Lloyds Banking Group plc	57,334	$334,256
5	UBSI	United Bankshares Inc/Wv	3,067	$140,560
6	FCNCA	First Citizens Bancshares Inc /De/	47	$97,796
7	USB	US Bancorp \De\	957	$57,802
8	CFG	Citizens Financial Group Inc/Ri	746	$52,272

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$454,607	9,125	-8.1%	Shares	Sole	2026-07-23
2026-03-31	$456,574	9,932	+62.4%	Shares	Sole	2026-05-15
2025-12-31	$300,918	6,115	+19.8%	Shares	Sole	2026-02-17
2025-09-30	$233,309	5,103	-12.2%	Shares	Sole	2025-12-29
2025-06-30	$249,814	5,811	+9.8%	Shares	Sole	2025-08-19
2025-03-31	$217,683	5,290	-1.0%	Shares	Sole	2025-05-16
2024-12-31	$231,822	5,344	+0.7%	Shares	Sole	2025-02-05
2024-09-30	$227,023	5,308	+0.6%	Shares	Sole	2024-11-14
2024-06-30	$205,050	5,278	-1.7%	Shares	Sole	2024-08-15
2024-03-31	$209,400	5,372	+8.7%	Shares	Sole	2024-06-21
2023-12-31	$182,495	4,943	+1.9%	Shares	Sole	2024-02-12
2023-09-30	$138,729	4,849	+7.4%	Shares	Sole	2023-11-07
2023-06-30	$136,999	4,514	+7.5%	Shares	Sole	2023-10-12
2023-03-31	$143,151	4,198	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.