Pine Valley Investments Ltd Liability Co
Position in TFC — Truist Financial Corp
CIK 1975417
MARLTON, NJ
Position in TFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$821,232
+$82,357 QoQ
Shares Held
16,484
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#806
of 1,678 holders
Holding Since
Jun 2023
13 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, 2026Pine Valley Investments Ltd Liability Co holds $5,081,440 across 7 Banks - Regional names. TFC ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
66,736 | $1,538,264 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,912 | $1,209,432 | |
| 3 | TFC |
Truist Financial Corp
This page
|
16,484 | $821,232 | |
| 4 | WSFS |
Wsfs Financial Corp
|
7,817 | $599,798 | |
| 5 | USB |
US Bancorp De
|
5,861 | $354,004 | |
| 6 | VLY |
Valley National Bancorp
|
23,989 | $351,438 | |
| 7 | FITB |
Fifth Third Bancorp
|
3,677 | $207,272 |
All Filings in TFC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $821,232 | 16,484 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $738,875 | 16,073 | Shares | Sole | 2026-06-08 | |
| 2025-12-31 | $789,820 | 16,050 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $759,363 | 16,609 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $711,957 | 16,561 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $730,001 | 17,740 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $768,997 | 17,727 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $709,554 | 16,590 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $644,521 | 16,590 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $657,514 | 16,868 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $622,766 | 16,868 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $531,144 | 18,565 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $591,096 | 19,476 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||