Trust Co of the South

Bank

Position in TFC — Truist Financial Corp

CIK 2008165 GREENSBORO, NC

Position in TFC

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$1,586,468

+$102,097 QoQ

Shares Held

31,844

-1.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#49

of 200 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Jun 30, 2026

Trust Co of the South holds $14,379,880 across 4 Banks - Regional names. TFC ranks #4 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LOB	Live Oak Bancshares, Inc.	167,500	$6,870,850
2	FFBC	First Financial Bancorp /Oh/	116,821	$3,952,054
3	FCNCA	First Citizens Bancshares Inc /De/	947	$1,970,508
4	TFC	Truist Financial Corp This page	31,844	$1,586,468

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,586,468	31,844	-1.4%	Shares	Sole	2026-07-01
2026-03-31	$1,484,371	32,290	+0.5%	Shares	Sole	2026-04-06
2025-12-31	$1,581,412	32,136	+25.5%	Shares	Sole	2026-01-05
2025-09-30	$1,170,432	25,600	-4.2%	Shares	Sole	2025-10-02
2025-06-30	$1,149,036	26,728	0.0%	Shares	Sole	2025-07-03
2025-03-31	$1,099,857	26,728	-0.1%	Shares	Sole	2025-04-01
2024-12-31	$1,160,284	26,747	+7.4%	Shares	Sole	2025-01-02
2024-09-30	$1,064,973	24,900	+2.2%	Shares	Sole	2024-10-02
2024-06-30	$946,114	24,353	0.0%	Shares	Sole	2024-07-02
2024-03-31	$949,279	24,353	-6.6%	Shares	Sole	2024-04-10
2023-12-31	$962,799	26,078	—	Shares	Sole	2024-01-17
No filing history on record for this holder in this stock.