Skip to main content

KEYNOTE FINANCIAL SERVICES LLC

Position in TFC — Truist Financial Corp

CIK 2026127 VERNON, CT

Position in TFC

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$264,992
+$21,168 QoQ
Shares Held
5,319
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,253
of 1,681 holders
Holding Since
Jun 2024
9 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, 2026

KEYNOTE FINANCIAL SERVICES LLC holds $2,542,315 across 4 Banks - Regional names. TFC ranks #2 (10.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 TFC
Truist Financial Corp
This page
5,319 $264,992

All Filings in TFC

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $264,992 5,319
2026-03-31 $243,824 5,304
2025-12-31 $233,255 4,740
2025-09-30 $216,712 4,740
2025-06-30 $203,772 4,740
2025-03-31 $214,103 5,203
2024-12-31 $225,706 5,203
2024-09-30 $222,532 5,203
2024-06-30 $202,136 5,203