CALDWELL SUTTER CAPITAL, INC.

Position in TFC — Truist Financial Corp

CIK 702007 SAUSALITO, CA

Position in TFC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$108,059

-$4,291 QoQ

Shares Held

2,169

-11.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,426

of 1,681 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $32,615,004 across 50 Banks - Regional names. TFC ranks #33 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLBC	Plumas Bancorp	106,283	$6,211,178
2	PKBK	Parke Bancorp, Inc.	91,336	$3,028,701
3	BCML	BayCom Corp	80,010	$2,632,329
4	FSUN	Firstsun Capital Bancorp	60,912	$2,362,167
5	CWBC	Community West Bancshares	78,625	$2,111,867
6	INBK	First Internet Bancorp	74,899	$2,082,192
7	BANR	Banner Corp	26,074	$1,732,356
8	MCHB	Mechanics Bancorp	103,285	$1,642,231

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$108,059	2,169	-11.3%	Shares	Sole	2026-08-05
2026-03-31	$112,350	2,444	-6.5%	Shares	Sole	2026-05-06
2025-12-31	$128,585	2,613	-2.4%	Shares	Sole	2026-01-30
2025-09-30	$122,392	2,677	-8.4%	Shares	Sole	2025-10-29
2025-06-30	$125,702	2,924	-4.2%	Shares	Sole	2025-07-11
2025-03-31	$125,630	3,053	-7.9%	Shares	Sole	2025-04-16
2024-12-31	$143,761	3,314	-0.9%	Shares	Sole	2025-01-21
2024-09-30	$143,065	3,345	-8.5%	Shares	Sole	2024-10-25
2024-06-30	$142,074	3,657	+3.2%	Shares	Sole	2024-07-23
2024-03-31	$138,106	3,543	+10.6%	Shares	Sole	2024-04-19
2023-12-31	$118,254	3,203	+18.2%	Shares	Sole	2024-01-19
2023-09-30	$77,504	2,709	+16.6%	Shares	Sole	2023-10-25
2023-06-30	$70,503	2,323	+148.4%	Shares	Sole	2023-07-19
2023-03-31	$31,883	935	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.