Position in TFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$275,952
+$21,325 QoQ
Shares Held
5,539
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#1,238
of 1,681 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cobblestone Asset Management LLC holds $275,952 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
5,539 | $275,952 |
All Filings in TFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,952 | 5,539 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $254,627 | 5,539 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||