Plato Investment Management Ltd

Position in TFC — Truist Financial Corp

CIK 1984475 SYDNEY, C3

Position in TFC

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

Position Value

$3,027,611

+$1,002,449 QoQ

Shares Held

60,771

+37.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#469

of 1,678 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Plato Investment Management Ltd holds $16,076,513 across 11 Banks - Regional names. TFC ranks #2 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	53,421	$3,226,628
2	TFC	Truist Financial Corp This page	60,771	$3,027,611
3	PNC	Pnc Financial Services Group, Inc.	8,338	$2,052,982
4	CFG	Citizens Financial Group Inc/Ri	28,670	$2,008,906
5	MTB	M&T Bank Corp	5,703	$1,357,371
6	DB	Deutsche Bank Aktiengesellschaft	37,024	$1,249,930
7	HDB	Hdfc Bank Ltd	31,319	$808,969
8	RF	Regions Financial Corp	23,648	$714,169

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,027,611	60,771	+37.9%	Shares	Sole	2026-08-07
2026-03-31	$2,025,162	44,054	+475.1%	Shares	Sole	2026-05-05
2025-12-31	$376,948	7,660	-70.3%	Shares	Sole	2026-02-04
2025-09-30	$1,177,610	25,757	+21.6%	Shares	Sole	2025-11-05
2025-06-30	$910,614	21,182	+26.1%	Shares	Sole	2025-08-05
2025-03-31	$691,278	16,799	+32.1%	Shares	Sole	2025-05-20
2024-12-31	$551,836	12,721	0.0%	Shares	Sole	2025-02-06
2024-09-30	$544,077	12,721	+94.6%	Shares	Sole	2024-11-06
2024-06-30	$253,962	6,537	+48.2%	Shares	Sole	2024-08-09
2024-03-31	$171,979	4,412	+54.5%	Shares	Sole	2024-05-17
2023-12-31	$105,443	2,856	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.