PATRICK M SWEENEY & ASSOCIATES, INC
Position in TFC — Truist Financial Corp
CIK 2010453
LIBERTYVILLE, IL
Position in TFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$290,749
+$12,539 QoQ
Shares Held
5,836
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,217
of 1,681 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $1,469,466 across 3 Banks - Regional names. TFC ranks #2 (19.8% of the industry book) .
All Filings in TFC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,749 | 5,836 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $278,210 | 6,052 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $297,769 | 6,051 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $287,350 | 6,285 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $274,405 | 6,383 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $262,619 | 6,382 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $270,951 | 6,246 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $267,098 | 6,245 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $221,716 | 5,707 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $222,419 | 5,706 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $210,628 | 5,705 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||