PINNACLE ASSOCIATES LTD

Position in TFC — Truist Financial Corp

CIK 743127 NEW YORK, NY

Position in TFC

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$10,289,465

-$4,277,334 QoQ

Shares Held

223,830

-24.4% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.37452530938658.ToString("F0")% Shared 0.ToString("F0")% None 0.625474690613412.ToString("F0")%

Financial Services · as of Mar 31, 2026

PINNACLE ASSOCIATES LTD holds $51,963,817 across 22 Banks - Regional names. TFC ranks #2 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	69,997	$14,565,675
2	TFC	Truist Financial Corp This page	223,830	$10,289,465
3	AUB	Atlantic Union Bankshares Corp	259,147	$9,261,913
4	FBNC	First Bancorp /Nc/	62,348	$3,513,309
5	USB	US Bancorp De	58,372	$3,035,927
6	MTB	M&T Bank Corp	7,523	$1,555,154
7	CFG	Citizens Financial Group Inc/Ri	24,126	$1,446,836
8	SBSI	Southside Bancshares Inc	40,670	$1,264,430

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,289,465	223,830	-24.4%	Shares	Sole	2026-04-22
2025-12-31	$14,566,799	296,013	-8.1%	Shares	Sole	2026-02-05
2025-09-30	$14,720,102	321,962	+38.3%	Shares	Sole	2025-11-13
2025-06-30	$10,005,449	232,739	-1.4%	Shares	Sole	2025-08-04
2025-03-31	$9,709,918	235,964	+0.0%	Shares	Sole	2025-05-06
2024-12-31	$10,233,775	235,910	+7.5%	Shares	Sole	2025-02-14
2024-09-30	$9,386,218	219,458	+1.3%	Shares	Other	2024-10-25
2024-06-30	$8,416,036	216,629	+0.3%	Shares	Sole	2024-07-30
2024-03-31	$8,418,900	215,980	-1.6%	Shares	Sole	2024-04-26
2023-12-31	$8,102,389	219,458	-6.5%	Shares	Other	2024-01-19
2023-09-30	$6,712,477	234,620	-5.0%	Shares	Other	2023-10-24
2023-06-30	$7,493,596	246,906	+9.8%	Shares	Other	2023-07-27
2023-03-31	$7,666,021	224,810	+9.6%	Shares	Sole	2023-05-05
2022-12-31	$8,823,344	205,051	+5.4%	Shares	Sole	2023-02-01
2022-09-30	$8,467,310	194,472	-0.8%	Shares	Sole	2022-11-01
2022-06-30	$9,296,232	195,999	+10.6%	Shares	Sole	2022-08-02
2022-03-31	$10,050,188	177,252	+5.5%	Shares	Sole	2022-05-05
2021-12-31	$9,838,156	168,030	-4.4%	Shares	Sole	2022-02-02
2021-09-30	$10,310,024	175,789	+0.4%	Shares	Sole	2021-10-19
2021-06-30	$9,713,721	175,022	+1.1%	Shares	Sole	2021-08-02
2021-03-31	$10,098,049	173,149	+6.5%	Shares	Sole	2021-05-12
2020-12-31	$7,793,657	162,605	+8.1%	Shares	Sole	2021-01-26
2020-09-30	$5,721,045	150,356	+8.5%	Shares	Sole	2020-10-23
2020-06-30	$5,205,856	138,638	+3.5%	Shares	Sole	2020-08-14
2020-03-31	$4,132,899	134,011	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.