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Keystone Financial Group, Inc.

Position in TFC — Truist Financial Corp

CIK 2053642 ATLANTA, GA

Position in TFC

as of Mar 31, 2026 · filed Apr 21, 2026
Position Value
$1,002,789
-$66,987 QoQ
Shares Held
21,814
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
6.98%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

Keystone Financial Group, Inc. holds $8,564,400 across 4 Banks - Regional names. TFC ranks #2 (11.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 TFC
Truist Financial Corp
This page
21,814 $1,002,789

All Filings in TFC

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6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,002,789 21,814
2025-12-31 $1,069,776 21,739
2025-09-30 $983,528 21,512
2025-06-30 $914,956 21,283
2025-03-31 $864,849 21,017
2024-12-31 $916,749 21,133