Hoxton Planning & Management, LLC

Position in TFC — Truist Financial Corp

CIK 1954782 SHEPHERDSTOWN, WV

Position in TFC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$448,629

-$126,685 QoQ

Shares Held

9,005

-28.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,047

of 1,681 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Hoxton Planning & Management, LLC holds $3,501,629 across 8 Banks - Regional names. TFC ranks #2 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHBI	Shore Bancshares Inc	66,634	$1,529,250
2	TFC	Truist Financial Corp This page	9,005	$448,629
3	USB	US Bancorp \De\	6,958	$420,263
4	CFG	Citizens Financial Group Inc/Ri	4,742	$332,271
5	RF	Regions Financial Corp	8,425	$254,435
6	UBSI	United Bankshares Inc/Wv	5,198	$238,224
7	PNC	Pnc Financial Services Group, Inc.	879	$216,427
8	LYG	Lloyds Banking Group plc	10,657	$62,130

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$448,629	9,005	-28.0%	Shares	Sole	2026-07-16
2026-03-31	$575,314	12,515	-2.9%	Shares	Sole	2026-04-20
2025-12-31	$634,562	12,895	-0.7%	Shares	Sole	2026-02-11
2025-09-30	$593,537	12,982	-6.1%	Shares	Sole	2025-10-27
2025-06-30	$594,207	13,822	+1.8%	Shares	Sole	2025-08-06
2025-03-31	$558,652	13,576	-4.6%	Shares	Sole	2025-05-08
2024-12-31	$617,123	14,226	+1.1%	Shares	Sole	2025-09-08
2024-09-30	$601,944	14,074	+41.7%	Shares	Sole	2024-10-08
2024-06-30	$385,897	9,933	-2.9%	Shares	Sole	2024-07-19
2024-03-31	$398,804	10,231	+12.3%	Shares	Sole	2024-04-12
2023-12-31	$336,304	9,109	+26.5%	Shares	Sole	2024-01-30
2023-09-30	$206,020	7,201	—	Shares	Sole	2023-10-27
No filing history on record for this holder in this stock.