Caldwell Trust Co

Bank

Position in TFC — Truist Financial Corp

CIK 2080218 Venice, FL

Position in TFC

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$334,799

-$1,108 QoQ

Shares Held

7,283

+6.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Caldwell Trust Co holds $5,478,507 across 19 Banks - Regional names. TFC ranks #4 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NIC	Nicolet Bankshares Inc	12,578	$1,869,342
2	FNWD	Finward Bancorp	40,430	$1,467,609
3	PNC	Pnc Financial Services Group, Inc.	3,034	$631,345
4	TFC	Truist Financial Corp This page	7,283	$334,799
5	FITB	Fifth Third Bancorp	5,359	$248,979
6	ONB	Old National Bancorp /In/	10,689	$236,226
7	HBAN	Huntington Bancshares Inc /Md/	11,241	$175,921
8	HOMB	Home Bancshares Inc	5,132	$138,204

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$334,799	7,283	+6.7%	Shares	Sole	2026-04-22
2025-12-31	$335,907	6,826	-5.6%	Shares	Sole	2026-01-30
2025-09-30	$330,464	7,228	+6.0%	Shares	Sole	2025-10-23
2025-06-30	$293,277	6,822	+1.1%	Shares	Sole	2025-09-22
2025-03-31	$277,721	6,749	+27.1%	Shares	Sole	2025-09-23
2024-12-31	$230,347	5,310	-22.9%	Shares	Sole	2025-09-24
2024-09-30	$294,599	6,888	-5.1%	Shares	Sole	2025-09-24
2024-06-30	$282,051	7,260	-6.2%	Shares	Sole	2025-09-24
2024-03-31	$301,549	7,736	-10.2%	Shares	Sole	2025-09-24
2023-12-31	$318,028	8,614	-6.7%	Shares	Sole	2025-10-01
2023-09-30	$264,156	9,233	-27.2%	Shares	Sole	2025-10-01
2023-06-30	$384,686	12,675	-7.1%	Shares	Sole	2025-10-01
2023-03-31	$465,055	13,638	+1.4%	Shares	Sole	2025-10-01
2022-12-31	$578,581	13,446	-11.3%	Shares	Sole	2025-10-01
2022-09-30	$659,935	15,157	+3.3%	Shares	Sole	2025-10-01
2022-06-30	$695,940	14,673	-1.8%	Shares	Sole	2025-10-02
2022-03-31	$847,268	14,943	+1.5%	Shares	Sole	2025-10-02
2021-12-31	$862,148	14,725	+1.2%	Shares	Sole	2025-10-02
2021-09-30	$853,005	14,544	-8.9%	Shares	Sole	2025-10-02
2021-06-30	$886,279	15,969	+2.2%	Shares	Sole	2025-10-02
2021-03-31	$911,366	15,627	+9.6%	Shares	Sole	2025-10-02
2020-12-31	$683,338	14,257	-5.3%	Shares	Sole	2025-10-02
2020-09-30	$573,109	15,062	-34.5%	Shares	Sole	2025-10-02
2020-06-30	$863,875	23,006	-5.5%	Shares	Sole	2025-10-02
2020-03-31	$751,139	24,356	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.