NEVILLE RODIE & SHAW INC

Position in TFC — Truist Financial Corp

CIK 71210 NEW YORK, NY

Position in TFC

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$1,636,337

+$126,453 QoQ

Shares Held

32,845

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#607

of 1,677 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 35% Shared 0% None 65%

Financial Services · as of Jun 30, 2026

NEVILLE RODIE & SHAW INC holds $8,858,688 across 10 Banks - Regional names. TFC ranks #2 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFR	Cullen/Frost Bankers, Inc.	13,974	$2,159,262
2	TFC	Truist Financial Corp This page	32,845	$1,636,337
3	PNC	Pnc Financial Services Group, Inc.	5,602	$1,379,324
4	USB	US Bancorp De	19,777	$1,194,530
5	BKU	BankUnited, Inc.	13,557	$656,836
6	FITB	Fifth Third Bancorp	7,950	$448,141
7	ONB	Old National Bancorp /In/	16,403	$424,837
8	ZION	Zions Bancorporation, National Association /Ut/	5,280	$365,323

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,636,337	32,845	0.0%	Shares	Sole	2026-07-06
2026-03-31	$1,509,884	32,845	0.0%	Shares	Sole	2026-04-01
2025-12-31	$1,616,302	32,845	0.0%	Shares	Sole	2026-01-06
2025-09-30	$1,501,672	32,845	-3.8%	Shares	Sole	2025-10-01
2025-06-30	$1,467,892	34,145	-11.7%	Shares	Sole	2025-07-02
2025-03-31	$1,591,805	38,683	+3.2%	Shares	Sole	2025-04-01
2024-12-31	$1,625,361	37,468	+17.9%	Shares	Sole	2025-01-06
2024-09-30	$1,358,931	31,773	-12.6%	Shares	Sole	2024-10-01
2024-06-30	$1,413,091	36,373	0.0%	Shares	Sole	2024-07-01
2024-03-31	$1,417,819	36,373	0.0%	Shares	Sole	2024-04-09
2023-12-31	$1,342,891	36,373	-3.3%	Shares	Sole	2024-01-02
2023-09-30	$1,076,394	37,623	-0.3%	Shares	Sole	2023-10-10
2023-06-30	$1,144,893	37,723	-0.2%	Shares	Sole	2023-07-06
2023-03-31	$1,288,911	37,798	-0.5%	Shares	Sole	2023-04-04
2022-12-31	$1,635,053	37,998	0.0%	Shares	Sole	2023-01-03
2022-09-30	$1,654,432	37,998	0.0%	Shares	Sole	2022-10-04
2022-06-30	$1,802,245	37,998	-0.1%	Shares	Sole	2022-07-06
2022-03-31	$2,157,321	38,048	0.0%	Shares	Sole	2022-04-05
2021-12-31	$2,227,710	38,048	0.0%	Shares	Sole	2022-01-05
2021-09-30	$2,231,515	38,048	0.0%	Shares	Sole	2021-10-06
2021-06-30	$2,111,664	38,048	-4.3%	Shares	Sole	2021-07-06
2021-03-31	$2,318,103	39,748	0.0%	Shares	Sole	2021-04-08
2020-12-31	$1,905,121	39,748	-9.2%	Shares	Sole	2021-03-04
2020-09-30	$1,664,991	43,758	-27.6%	Shares	Sole	2020-10-01
2020-06-30	$2,269,634	60,443	-23.0%	Shares	Sole	2020-07-15
2020-03-31	$2,421,464	78,517	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.