Duncan Williams Asset Management, LLC

Position in TFC — Truist Financial Corp

CIK 2011771 MEMPHIS, TN

Position in TFC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$502,584

+$133,216 QoQ

Shares Held

10,088

+25.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#993

of 1,678 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Duncan Williams Asset Management, LLC holds $11,379,228 across 7 Banks - Regional names. TFC ranks #5 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FHN	First Horizon Corp	214,501	$5,499,805
2	RF	Regions Financial Corp	85,824	$2,591,884
3	PNFP	Pinnacle Financial Partners, Inc.	12,531	$1,264,127
4	RRBI	Red River Bancshares Inc	9,050	$826,084
5	TFC	Truist Financial Corp This page	10,088	$502,584
6	RNST	Renasant Corp	9,300	$395,622
7	HBAN	Huntington Bancshares Inc /Md/	16,871	$299,122

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$502,584	10,088	+25.6%	Shares	Sole	2026-07-22
2026-03-31	$369,368	8,035	-37.2%	Shares	Sole	2026-05-05
2025-12-31	$630,035	12,803	+0.2%	Shares	Sole	2026-02-05
2025-09-30	$583,981	12,773	-1.8%	Shares	Sole	2025-11-12
2025-06-30	$559,213	13,008	+1.0%	Shares	Sole	2025-07-22
2025-03-31	$529,847	12,876	-3.6%	Shares	Sole	2025-04-21
2024-12-31	$579,253	13,353	-8.2%	Shares	Sole	2025-01-21
2024-09-30	$622,303	14,550	+80.9%	Shares	Sole	2024-10-03
2024-06-30	$312,431	8,042	+37.7%	Shares	Sole	2024-07-11
2024-03-31	$227,721	5,842	—	Shares	Sole	2024-04-03
No filing history on record for this holder in this stock.