Annis Gardner Whiting Capital Advisors, LLC

Position in TFC — Truist Financial Corp

CIK 1998414 TAMPA, FL

Position in TFC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$688,910

+$68,178 QoQ

Shares Held

13,828

+2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#888

of 1,678 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $2,988,743 across 4 Banks - Regional names. TFC ranks #3 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	4,175	$1,027,968
2	KEY	Keycorp /New/	37,024	$853,403
3	TFC	Truist Financial Corp This page	13,828	$688,910
4	VLY	Valley National Bancorp	28,564	$418,462

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$688,910	13,828	+2.4%	Shares	Sole	2026-08-10
2026-03-31	$620,732	13,503	-6.4%	Shares	Sole	2026-05-06
2025-12-31	$709,608	14,420	+3.4%	Shares	Sole	2026-02-09
2025-09-30	$637,519	13,944	+20.1%	Shares	Sole	2025-11-03
2025-06-30	$498,984	11,607	+4.4%	Shares	Sole	2025-08-11
2025-03-31	$457,299	11,113	-0.1%	Shares	Sole	2025-05-09
2024-12-31	$482,776	11,129	-0.5%	Shares	Sole	2025-02-12
2024-09-30	$478,553	11,189	+6.9%	Shares	Sole	2024-11-14
2024-06-30	$406,798	10,471	+123.6%	Shares	Sole	2024-08-12
2024-03-31	$182,543	4,683	+6.3%	Shares	Sole	2024-05-13
2023-12-31	$162,669	4,406	-12.5%	Shares	Sole	2024-02-09
2023-09-30	$144,051	5,035	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.