Concord Asset Management, LLC/VA

Position in TFC — Truist Financial Corp

CIK 2031885 ABINGDON, VA

Position in TFC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,272,476

+$252,891 QoQ

Shares Held

65,686

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#449

of 1,678 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Concord Asset Management, LLC/VA holds $3,272,476 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TFC	Truist Financial Corp This page	65,686	$3,272,476

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,272,476	65,686	0.0%	Shares	Sole	2026-07-27
2026-03-31	$3,019,585	65,686	0.0%	Shares	Sole	2026-05-01
2025-12-31	$3,232,408	65,686	+528.6%	Shares	Sole	2026-01-29
2025-09-30	$477,728	10,449	-85.0%	Shares	Sole	2025-11-05
2025-06-30	$3,002,722	69,847	+568.5%	Shares	Sole	2025-07-25
2025-03-31	$429,976	10,449	0.0%	Shares	Sole	2025-05-02
2024-12-31	$453,277	10,449	-84.1%	Shares	Sole	2025-01-24
2024-09-30	$2,809,390	65,686	+523.4%	Shares	Sole	2024-11-07
2024-06-30	$409,362	10,537	-6.1%	Shares	Sole	2024-11-07
2024-03-31	$437,433	11,222	-7.0%	Shares	Sole	2024-11-07
2023-12-31	$445,550	12,068	-40.4%	Shares	Sole	2024-11-07
2023-06-30	$614,071	20,233	+28.9%	Shares	Sole	2024-11-07
2023-03-31	$535,438	15,702	+190.3%	Shares	Sole	2024-11-07
2022-12-31	$232,706	5,408	+18.0%	Shares	Sole	2024-11-07
2022-06-30	$217,371	4,583	+10.2%	Shares	Sole	2024-11-07
2022-03-31	$235,872	4,160	-9.7%	Shares	Sole	2024-11-07
2021-12-31	$269,798	4,608	—	Shares	Sole	2024-11-07
No filing history on record for this holder in this stock.