Catherine Avery Investment Management LLC
Position in TFC — Truist Financial Corp
CIK 2103454
LONGBOAT KEY, FL
Position in TFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,693,877
+$204,002 QoQ
Shares Held
114,289
-4.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.51%
of 13F equity value
Holder Rank
#356
of 1,678 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Catherine Avery Investment Management LLC holds $11,440,380 across 2 Banks - Regional names. TFC ranks #2 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
249,306 | $5,746,503 | |
| 2 | TFC |
Truist Financial Corp
This page
|
114,289 | $5,693,877 |
All Filings in TFC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,693,877 | 114,289 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,489,875 | 119,423 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,084,725 | 83,006 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $3,563,553 | 77,943 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $2,849,979 | 66,294 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $2,025,814 | 49,230 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $1,956,047 | 45,091 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||