Whitener Capital Management, Inc.

Position in TFC — Truist Financial Corp

CIK 825217 Rocky Mount, NC

Position in TFC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$5,751,719

+$207,048 QoQ

Shares Held

115,450

-4.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#353

of 1,678 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Whitener Capital Management, Inc. holds $7,597,545 across 3 Banks - Regional names. TFC ranks #1 (75.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	115,450	$5,751,719
2	FCNCA	First Citizens Bancshares Inc /De/	784	$1,631,339
3	FITB	Fifth Third Bancorp	3,805	$214,487

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,751,719	115,450	-4.3%	Shares	Sole	2026-07-10
2026-03-31	$5,544,671	120,615	-0.3%	Shares	Sole	2026-04-16
2025-12-31	$5,952,244	120,956	-0.8%	Shares	Sole	2026-01-23
2025-09-30	$5,577,154	121,985	+0.9%	Shares	Sole	2025-10-15
2025-06-30	$5,198,952	120,934	+0.2%	Shares	Sole	2025-07-14
2025-03-31	$4,967,134	120,708	-2.2%	Shares	Sole	2025-05-01
2024-12-31	$5,352,224	123,380	-11.8%	Shares	Sole	2025-01-15
2024-09-30	$5,985,918	139,956	-3.9%	Shares	Sole	2024-10-29
2024-06-30	$5,659,862	145,685	-2.8%	Shares	Sole	2024-07-17
2024-03-31	$5,843,491	149,910	+0.9%	Shares	Sole	2024-04-16
2023-12-31	$5,487,161	148,623	+7.1%	Shares	Sole	2024-01-10
2023-09-30	$3,970,409	138,777	+10.3%	Shares	Sole	2023-11-02
2023-06-30	$3,817,514	125,783	+48.3%	Shares	Sole	2023-07-13
2023-03-31	$2,892,191	84,815	-0.5%	Shares	Sole	2023-04-12
2022-12-31	$3,666,500	85,208	+5.4%	Shares	Sole	2023-03-01
2022-09-30	$3,521,210	80,873	+17.3%	Shares	Sole	2022-10-28
2022-06-30	$3,270,535	68,955	+30.6%	Shares	Sole	2022-08-09
2022-03-31	$2,993,760	52,800	+8.8%	Shares	Sole	2022-05-11
2021-12-31	$2,841,372	48,529	+26.8%	Shares	Sole	2022-02-14
2021-09-30	$2,245,473	38,286	-11.8%	Shares	Sole	2021-11-12
2021-06-30	$2,409,199	43,409	+10.3%	Shares	Sole	2021-08-12
2021-03-31	$2,295,533	39,361	+2.8%	Shares	Sole	2021-05-11
2020-12-31	$1,835,047	38,286	-6.3%	Shares	Sole	2021-02-08
2020-09-30	$1,554,951	40,866	-3.2%	Shares	Sole	2020-10-09
2020-06-30	$1,585,886	42,234	-1.8%	Shares	Sole	2020-07-17
2020-03-31	$1,325,934	42,994	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.