ROWLANDMILLER & PARTNERS.ADV

Position in TFC — Truist Financial Corp

CIK 225816 ATLANTA, GA

Position in TFC

as of Mar 31, 2026 · filed Apr 1, 2026 Compact

Position Value

$8,471,581

-$811,541 QoQ

Shares Held

184,285

-2.3% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

1.91%

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

ROWLANDMILLER & PARTNERS.ADV holds $15,799,393 across 4 Banks - Regional names. TFC ranks #1 (53.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	184,285	$8,471,581
2	CFR	Cullen/Frost Bankers, Inc.	51,588	$7,071,683
3	CBSH	Commerce Bancshares Inc /Mo/	3,172	$156,062
4	USB	US Bancorp De	1,924	$100,067

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,471,581	184,285	-2.3%	Shares	Sole	2026-04-01
2025-12-31	$9,283,122	188,643	-1.0%	Shares	Sole	2026-02-12
2025-09-30	$8,708,151	190,467	-1.1%	Shares	Sole	2025-10-01
2025-06-30	$8,276,907	192,531	-1.1%	Shares	Sole	2025-07-01
2025-03-31	$8,010,999	194,678	-1.9%	Shares	Sole	2025-04-15
2024-12-31	$8,606,765	198,404	-1.1%	Shares	Sole	2025-02-04
2024-09-30	$8,582,099	200,657	-0.1%	Shares	Sole	2024-10-23
2024-06-30	$7,804,226	200,881	-7.2%	Shares	Sole	2024-07-29
2024-03-31	$8,440,066	216,523	-0.5%	Shares	Sole	2024-04-08
2023-12-31	$8,030,395	217,508	-1.8%	Shares	Sole	2024-01-03
2023-09-30	$6,336,600	221,482	-0.5%	Shares	Sole	2023-10-26
2023-06-30	$6,758,125	222,673	-0.1%	Shares	Sole	2023-08-04
2023-03-31	$7,602,151	222,937	+0.1%	Shares	Sole	2023-04-25
2022-12-31	$9,584,244	222,734	-0.1%	Shares	Sole	2023-01-04
2022-09-30	$9,709,768	223,008	+1.9%	Shares	Sole	2022-10-06
2022-06-30	$10,382,948	218,911	+0.3%	Shares	Sole	2022-08-15
2022-03-31	$12,381,125	218,362	-3.6%	Shares	Sole	2022-04-26
2021-12-31	$13,265,322	226,564	+10.1%	Shares	Sole	2022-02-14
2021-09-30	$12,071,988	205,831	-6.5%	Shares	Sole	2021-11-08
2021-06-30	$12,212,830	220,051	-0.1%	Shares	Sole	2021-08-09
2021-03-31	$12,852,444	220,378	+1.2%	Shares	Sole	2021-05-11
2020-12-31	$10,441,262	217,844	+4.0%	Shares	Sole	2021-02-11
2020-09-30	$7,969,686	209,453	+1.8%	Shares	Sole	2020-11-12
2020-06-30	$7,728,954	205,831	-1.7%	Shares	Sole	2020-08-10
2020-03-31	$6,459,530	209,453	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.