Allen Mooney & Barnes Investment Advisors LLC
Position in TFC — Truist Financial Corp
CIK 2001461
Thomasville, GA
Position in TFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$943,242
-$390,531 QoQ
Shares Held
18,933
-34.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#762
of 1,681 holders
Holding Since
Mar 2022
18 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, 2026Allen Mooney & Barnes Investment Advisors LLC holds $6,277,592 across 7 Banks - Regional names. TFC ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
41,278 | $2,493,191 | |
| 2 | CBAN |
Colony Bankcorp Inc
|
57,904 | $1,163,291 | |
| 3 | TFC |
Truist Financial Corp
This page
|
18,933 | $943,242 | |
| 4 | OZK |
Bank OZK
|
10,920 | $568,822 | |
| 5 | ABCB |
Ameris Bancorp
|
5,003 | $451,570 | |
| 6 | RNST |
Renasant Corp
|
9,054 | $385,157 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
1,106 | $272,319 |
All Filings in TFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $943,242 | 18,933 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,333,773 | 29,014 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,455,927 | 29,586 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,483,156 | 32,440 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,404,440 | 32,669 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,201,785 | 29,205 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,300,749 | 29,985 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,316,546 | 30,782 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,341,296 | 34,525 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,388,116 | 35,611 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,354,336 | 36,683 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,072,016 | 37,470 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $5,509,253 | 181,524 | Shares | Sole | 2024-05-23 | |
| 2023-03-31 | $5,999,349 | 175,934 | Shares | Sole | 2024-05-23 | |
| 2022-12-31 | $7,635,802 | 177,453 | Shares | Sole | 2024-05-23 | |
| 2022-09-30 | $7,674,360 | 176,260 | Shares | Sole | 2024-05-23 | |
| 2022-06-30 | $7,807,452 | 164,610 | Shares | Sole | 2024-05-23 | |
| 2022-03-31 | $8,951,739 | 157,879 | Shares | Sole | 2024-05-23 | |
| No filing history on record for this holder in this stock. | ||||||