Bruce G. Allen Investments, LLC

Position in TFC — Truist Financial Corp

CIK 2005409 DENVER, CO

Position in TFC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$149,310

+$3,448 QoQ

Shares Held

2,997

-5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,402

of 1,677 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $1,455,517 across 54 Banks - Regional names. TFC ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	3,755	$226,802
2	PNC	Pnc Financial Services Group, Inc.	844	$207,809
3	TFC	Truist Financial Corp This page	2,997	$149,310
4	NWG	NatWest Group plc	7,240	$127,641
5	LYG	Lloyds Banking Group plc	19,264	$112,309
6	BPOP	Popular, Inc.	452	$74,209
7	RF	Regions Financial Corp	2,310	$69,762
8	PNFP	Pinnacle Financial Partners, Inc.	595	$60,023

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$149,310	2,997	-5.5%	Shares	Sole	2026-07-31
2026-03-31	$145,862	3,173	-9.0%	Shares	Sole	2026-05-08
2025-12-31	$171,546	3,486	-7.9%	Shares	Sole	2026-02-10
2025-09-30	$173,141	3,787	+0.2%	Shares	Sole	2025-10-30
2025-06-30	$162,502	3,780	+1.3%	Shares	Sole	2025-07-09
2025-03-31	$153,612	3,733	-6.6%	Shares	Sole	2025-04-14
2024-12-31	$173,389	3,997	-1.8%	Shares	Sole	2025-01-10
2024-09-30	$174,159	4,072	+4.5%	Shares	Sole	2024-10-08
2024-06-30	$151,359	3,896	+9.8%	Shares	Sole	2024-07-12
2024-03-31	$138,340	3,549	+18.0%	Shares	Sole	2024-04-10
2023-12-31	$111,018	3,007	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.