STEPHENS INC /AR/

Position in TFC — Truist Financial Corp

CIK 757657 LITTLE ROCK, AR

Back to TFC Full portfolio

Position in TFC

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$6,035,355

-$123,424 QoQ

Shares Held

131,289

+4.9% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

STEPHENS INC /AR/ holds $73,533,618 across 27 Banks - Regional names. TFC ranks #4 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	79,281	$16,497,583
2	USB	US Bancorp De	287,824	$14,969,726
3	HOMB	Home Bancshares Inc	257,469	$6,933,640
4	TFC	Truist Financial Corp This page	131,289	$6,035,355
5	FCNCA	First Citizens Bancshares Inc /De/	3,150	$5,936,679
6	FHN	First Horizon Corp	251,152	$5,716,219
7	SFNC	Simmons First National Corp	150,265	$2,922,654
8	RF	Regions Financial Corp	69,029	$1,803,037

All Filings in TFC

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,035,355	131,289	+4.9%	Shares	Defined	2026-04-28
2025-12-31	$6,158,779	125,153	-4.3%	Shares	Defined	2026-02-05
2025-09-30	$5,979,855	130,793	-0.1%	Shares	Defined	2025-10-27
2025-06-30	$5,627,949	130,913	-0.6%	Shares	Defined	2025-07-29
2025-03-31	$5,419,948	131,712	+1.3%	Shares	Defined	2025-05-01
2024-12-31	$5,641,699	130,053	-2.2%	Shares	Defined	2025-01-28
2024-09-30	$5,688,324	132,998	-4.3%	Shares	Defined	2024-10-28
2024-06-30	$5,397,974	138,944	+0.7%	Shares	Defined	2024-08-06
2024-03-31	$5,377,368	137,952	-6.0%	Shares	Defined	2024-05-15
2023-12-31	$5,417,160	146,727	-8.1%	Shares	Defined	2024-02-13
2023-09-30	$4,569,560	159,719	-52.5%	Shares	Defined	2023-11-14
2023-06-30	$10,201,302	336,122	-3.4%	Shares	Defined	2023-08-14
2023-03-31	$11,870,175	348,099	+43.1%	Shares	Defined	2023-05-15
2022-12-31	$10,463,906	243,177	+4.4%	Shares	Defined	2023-02-14
2022-09-30	$10,142,730	232,952	+6.1%	Shares	Defined	2022-11-02
2022-06-30	$10,415,817	219,604	+10.8%	Shares	Defined	2022-08-03
2022-03-31	$11,233,404	198,120	-12.6%	Shares	Defined	2022-05-04
2021-12-31	$13,267,430	226,600	-20.9%	Shares	Defined	2022-03-07
2021-09-30	$16,795,893	286,375	+0.3%	Shares	Defined	2021-10-27
2021-06-30	$15,841,254	285,428	+2.2%	Shares	Defined	2021-08-12
2021-03-31	$16,282,302	279,189	+9.5%	Shares	Defined	2021-05-14
2020-12-31	$12,215,871	254,869	-4.9%	Shares	Defined	2021-02-10
2020-09-30	$10,198,161	268,020	-6.3%	Shares	Defined	2020-11-13
2020-06-30	$10,743,618	286,115	+0.0%	Shares	Defined	2020-08-24
2020-03-31	$8,822,398	286,070	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.