Legacy Capital Group California, Inc.
Position in TFC — Truist Financial Corp
CIK 1977092
LOS GATOS, CA
Position in TFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$638,542
+$33,899 QoQ
Shares Held
12,817
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#914
of 1,678 holders
Holding Since
Mar 2023
14 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, 2026Legacy Capital Group California, Inc. holds $5,347,716 across 6 Banks - Regional names. TFC ranks #5 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
28,514 | $1,997,975 | |
| 2 | FITB |
Fifth Third Bancorp
|
19,449 | $1,096,340 | |
| 3 | KEY |
Keycorp /New/
|
30,057 | $692,813 | |
| 4 | USB |
US Bancorp De
|
11,446 | $691,338 | |
| 5 | TFC |
Truist Financial Corp
This page
|
12,817 | $638,542 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
937 | $230,708 |
All Filings in TFC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,542 | 12,817 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $604,643 | 13,153 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $719,843 | 14,628 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $675,330 | 14,771 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $634,833 | 14,767 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $614,369 | 14,930 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $439,959 | 10,142 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $438,050 | 10,242 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $423,620 | 10,904 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $420,867 | 10,797 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $413,873 | 11,210 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $321,490 | 11,237 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $337,947 | 11,135 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $369,030 | 10,822 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||