Davis Investment Partners, LLC

Position in TFC — Truist Financial Corp

CIK 1963865 CHARLOTTE, NC

Position in TFC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,160,593

+$162,737 QoQ

Shares Held

43,368

-0.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.80%

of 13F equity value

Holder Rank

#542

of 1,678 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Davis Investment Partners, LLC holds $6,350,068 across 8 Banks - Regional names. TFC ranks #1 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	43,368	$2,160,593
2	FITB	Fifth Third Bancorp	17,661	$995,550
3	USB	US Bancorp De	14,985	$905,094
4	OZK	Bank OZK	13,392	$697,589
5	PNC	Pnc Financial Services Group, Inc.	2,248	$553,502
6	FHN	First Horizon Corp	17,769	$455,597
7	MTB	M&T Bank Corp	1,228	$292,276
8	HBAN	Huntington Bancshares Inc /Md/	16,349	$289,867

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,160,593	43,368	-0.2%	Shares	Sole	2026-08-07
2026-03-31	$1,997,856	43,460	-0.4%	Shares	Sole	2026-04-20
2025-12-31	$2,146,638	43,622	-7.9%	Shares	Sole	2026-01-06
2025-09-30	$2,165,436	47,363	+33.7%	Shares	Sole	2025-10-20
2025-06-30	$1,522,963	35,426	+19.6%	Shares	Sole	2025-07-08
2025-03-31	$1,218,739	29,617	-4.7%	Shares	Sole	2025-04-15
2024-12-31	$1,348,250	31,080	+0.1%	Shares	Sole	2025-01-13
2024-09-30	$1,327,837	31,046	+0.1%	Shares	Sole	2024-10-07
2024-06-30	$1,204,660	31,008	-1.6%	Shares	Sole	2024-07-18
2024-03-31	$1,228,181	31,508	+10.2%	Shares	Sole	2024-04-15
2023-12-31	$1,055,210	28,581	0.0%	Shares	Sole	2024-01-12
2023-09-30	$817,702	28,581	-4.3%	Shares	Sole	2023-10-10
2023-06-30	$905,947	29,850	-1.4%	Shares	Sole	2023-08-01
2023-03-31	$1,032,718	30,285	0.0%	Shares	Sole	2023-04-14
2022-12-31	$1,303,163	30,285	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.