Belleair Asset Management, LLC

Position in TFC — Truist Financial Corp

CIK 2108102 BELLEAIR BLUFFS, FL

Position in TFC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$425,911

+$32,914 QoQ

Shares Held

8,549

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.84%

of 13F equity value

Holder Rank

#1,068

of 1,678 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Belleair Asset Management, LLC holds $3,902,318 across 4 Banks - Regional names. TFC ranks #4 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OZK	Bank OZK	35,800	$1,864,822
2	FITB	Fifth Third Bancorp	18,309	$1,032,078
3	RF	Regions Financial Corp	19,189	$579,507
4	TFC	Truist Financial Corp This page	8,549	$425,911

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$425,911	8,549	0.0%	Shares	Sole	2026-07-15
2026-03-31	$392,997	8,549	-0.3%	Shares	Sole	2026-04-15
2025-12-31	$421,926	8,574	—	Shares	Sole	2026-01-30
No filing history on record for this holder in this stock.