Roxbury Financial LLC

Position in TFC — Truist Financial Corp

CIK 2054149 MOUNT ARLINGTON, NJ

Position in TFC

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$444,195

+$37,361 QoQ

Shares Held

8,916

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#148

of 257 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Roxbury Financial LLC holds $1,217,105 across 5 Banks - Regional names. TFC ranks #1 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	8,916	$444,195
2	CLBK	Columbia Financial, Inc.	15,000	$318,300
3	PNC	Pnc Financial Services Group, Inc.	1,201	$295,710
4	MTB	M&T Bank Corp	569	$135,427
5	CFG	Citizens Financial Group Inc/Ri	335	$23,473

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$444,195	8,916	+0.7%	Shares	Sole	2026-07-01
2026-03-31	$406,834	8,850	+0.7%	Shares	Sole	2026-04-17
2025-12-31	$432,654	8,792	-6.8%	Shares	Sole	2026-01-05
2025-09-30	$431,139	9,430	+0.9%	Shares	Sole	2025-10-01
2025-06-30	$401,870	9,348	-4.8%	Shares	Sole	2025-07-07
2025-03-31	$403,887	9,815	-1.4%	Shares	Sole	2025-04-09
2024-12-31	$431,978	9,958	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.