JONES FINANCIAL COMPANIES LLLP

Position in TFC — Truist Financial Corp

CIK 815917 DES PERES, MO

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Position in TFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$116,080,449

+$16,520,233 QoQ

Shares Held

2,329,997

+7.6% QoQ

Ownership

0.191%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#59

of 1,678 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $1,476,273,582 across 221 Banks - Regional names. TFC ranks #4 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NWG	NatWest Group plc	12,497,549	$220,331,788
2	MFG	Mizuho Financial Group Inc	16,833,587	$161,265,762
3	USB	US Bancorp De	2,068,489	$124,936,735
4	TFC	Truist Financial Corp This page	2,329,997	$116,080,449
5	HDB	Hdfc Bank Ltd	4,305,287	$111,205,562
6	MTB	M&T Bank Corp	252,660	$60,135,605
7	BBD	Bank Bradesco	17,095,421	$59,321,110
8	CFG	Citizens Financial Group Inc/Ri	798,677	$55,963,296

All Filings in TFC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$116,080,449	2,329,997	+7.6%	Shares	Sole	2026-08-14
2026-03-31	$99,560,216	2,165,765	+20.6%	Shares	Sole	2026-05-15
2025-12-31	$88,357,096	1,795,511	+8.7%	Shares	Sole	2026-02-17
2025-09-30	$75,548,001	1,652,406	+13.9%	Shares	Sole	2025-11-04
2025-06-30	$62,361,250	1,450,599	+27.5%	Shares	Sole	2025-08-13
2025-03-31	$46,820,345	1,137,797	+35.6%	Shares	Sole	2025-05-28
2024-12-31	$36,391,047	838,890	+38.1%	Shares	Sole	2025-02-06
2024-09-30	$25,987,136	607,602	+118.7%	Shares	Sole	2024-11-12
2024-06-30	$10,792,568	277,801	+226.3%	Shares	Sole	2024-08-14
2024-03-31	$3,318,327	85,129	+33.4%	Shares	Sole	2024-05-14
2023-12-31	$2,356,714	63,833	+1.2%	Shares	Sole	2024-02-13
2023-09-30	$1,805,405	63,104	-49.8%	Shares	Sole	2023-11-14
2023-06-30	$3,816,269	125,742	-12.6%	Shares	Sole	2023-08-09
2023-03-31	$4,908,490	143,944	-4.8%	Shares	Defined	2023-05-11
2022-12-31	$6,505,103	151,176	+8.6%	Shares	Defined	2023-02-13
2022-09-30	$6,058,807	139,155	+8.0%	Shares	Defined	2022-11-03
2022-06-30	$6,109,789	128,817	+22.4%	Shares	Defined	2022-08-08
2022-03-31	$5,967,108	105,240	+10.4%	Shares	Sole	2022-05-02
2021-12-31	$5,579,229	95,290	+7.4%	Shares	Sole	2022-02-11
2021-09-30	$5,205,539	88,756	+6.3%	Shares	Sole	2021-11-12
2021-06-30	$4,636,081	83,533	+6.5%	Shares	Sole	2021-08-12
2021-03-31	$4,575,903	78,462	-1.1%	Shares	Sole	2021-04-30
2020-12-31	$3,803,628	79,358	-11.9%	Shares	Sole	2021-02-08
2020-09-30	$3,427,238	90,072	-35.5%	Shares	Sole	2020-10-29
2020-06-30	$5,247,574	139,749	+43.1%	Shares	Sole	2020-07-31
2020-03-31	$3,011,895	97,662	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.