Applied Finance Capital Management, LLC
Position in TFC — Truist Financial Corp
CIK 1966007
SAN JUAN, PR
Position in TFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$945,782
+$10,661 QoQ
Shares Held
18,984
-6.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#759
of 1,678 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Applied Finance Capital Management, LLC holds $3,025,144 across 3 Banks - Regional names. TFC ranks #3 (31.3% of the industry book) .
All Filings in TFC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $945,782 | 18,984 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $935,121 | 20,342 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,017,318 | 20,673 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $946,678 | 20,706 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $930,991 | 21,656 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $849,253 | 20,638 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $919,135 | 21,188 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $865,878 | 20,245 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $488,227 | 12,567 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $397,907 | 10,208 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $332,353 | 9,002 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $267,989 | 9,367 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $236,638 | 7,797 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||