Cascades Capital Asset Management, LLC
Position in TFC — Truist Financial Corp
CIK 2035512
GREENSBORO, NC
Position in TFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$274,257
-$17,804 QoQ
Shares Held
5,966
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Cascades Capital Asset Management, LLC holds $2,352,182 across 3 Banks - Regional names. TFC ranks #2 (11.7% of the industry book) .
All Filings in TFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $274,257 | 5,966 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $292,061 | 5,935 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $269,793 | 5,901 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $256,564 | 5,968 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $243,978 | 5,929 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $203,191 | 4,684 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||