Taylor Financial Group, Inc.

Position in TFC — Truist Financial Corp

CIK 2012516 Roanoke, VA

Position in TFC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,557,871

+$120,390 QoQ

Shares Held

31,270

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.45%

of 13F equity value

Holder Rank

#621

of 1,678 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Taylor Financial Group, Inc. holds $2,525,317 across 3 Banks - Regional names. TFC ranks #1 (61.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	31,270	$1,557,871
2	AUB	Atlantic Union Bankshares Corp	15,056	$637,019
3	PNC	Pnc Financial Services Group, Inc.	1,342	$330,427

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,557,871	31,270	0.0%	Shares	Sole	2026-07-24
2026-03-31	$1,437,481	31,270	-4.9%	Shares	Sole	2026-05-14
2025-12-31	$1,618,418	32,888	-0.8%	Shares	Sole	2026-02-06
2025-09-30	$1,515,069	33,138	-0.6%	Shares	Sole	2025-10-31
2025-06-30	$1,433,200	33,338	+8.6%	Shares	Sole	2025-08-01
2025-03-31	$1,263,634	30,708	+0.7%	Shares	Sole	2025-05-12
2024-12-31	$1,323,437	30,508	0.0%	Shares	Sole	2025-02-10
2024-09-30	$1,304,827	30,508	0.0%	Shares	Sole	2024-11-12
2024-06-30	$1,185,235	30,508	-0.3%	Shares	Sole	2024-07-31
2024-03-31	$1,192,865	30,602	-3.8%	Shares	Sole	2024-05-14
2023-12-31	$1,173,982	31,798	—	Shares	Sole	2024-09-17
No filing history on record for this holder in this stock.