TOTH FINANCIAL ADVISORY CORP

Position in TFC — Truist Financial Corp

CIK 866780 LEESBURG, VA

Position in TFC

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$926,617

+$291,907 QoQ

Shares Held

20,157

+56.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 25.30138413454383.ToString("F0")% Shared 0.ToString("F0")% None 74.69861586545616.ToString("F0")%

Financial Services · as of Mar 31, 2026

TOTH FINANCIAL ADVISORY CORP holds $10,958,163 across 25 Banks - Regional names. TFC ranks #2 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JMSB	John Marshall Bancorp, Inc.	368,621	$7,475,633
2	TFC	Truist Financial Corp This page	20,157	$926,617
3	CFG	Citizens Financial Group Inc/Ri	8,280	$496,551
4	UBSI	United Bankshares Inc/Wv	11,738	$486,187
5	FBK	FB Financial Corp	9,295	$482,782
6	AUB	Atlantic Union Bankshares Corp	6,510	$232,667
7	DB	Deutsche Bank Aktiengesellschaft	7,100	$211,438
8	SBCF	Seacoast Banking Corp Of Florida	6,590	$199,611

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$926,617	20,157	+56.3%	Shares	Sole	2026-04-16
2025-12-31	$634,710	12,898	+37.4%	Shares	Sole	2026-01-20
2025-09-30	$429,310	9,390	+0.8%	Shares	Sole	2025-10-09
2025-06-30	$400,623	9,319	+1.3%	Shares	Sole	2025-07-14
2025-03-31	$378,456	9,197	+16.8%	Shares	Sole	2025-04-14
2024-12-31	$341,443	7,871	+18.2%	Shares	Sole	2025-01-21
2024-09-30	$284,762	6,658	+20.8%	Shares	Sole	2024-10-21
2024-06-30	$214,102	5,511	+8.3%	Shares	Sole	2024-07-16
2024-03-31	$198,291	5,087	+34.6%	Shares	Sole	2024-04-16
2023-12-31	$139,557	3,780	+3.0%	Shares	Sole	2024-01-26
2023-09-30	$104,998	3,670	-3.3%	Shares	Sole	2023-10-12
2023-06-30	$115,178	3,795	-24.9%	Shares	Sole	2023-07-24
2023-03-31	$172,409	5,056	0.0%	Shares	Sole	2023-04-24
2022-12-31	$217,559	5,056	0.0%	Shares	Sole	2023-01-24
2022-09-30	$220,138	5,056	-1.9%	Shares	Sole	2022-10-14
2022-06-30	$244,454	5,154	+1.9%	Shares	Sole	2022-07-25
2022-03-31	$286,675	5,056	0.0%	Shares	Sole	2022-04-26
2021-12-31	$296,028	5,056	0.0%	Shares	Sole	2022-01-31
2021-09-30	$296,534	5,056	-11.1%	Shares	Sole	2021-10-20
2021-06-30	$315,628	5,687	+0.0%	Shares	Sole	2021-07-26
2021-03-31	$331,607	5,686	+0.0%	Shares	Sole	2021-04-20
2020-12-31	$272,482	5,685	+22.1%	Shares	Sole	2021-01-25
2020-09-30	$177,198	4,657	-7.0%	Shares	Sole	2020-10-16
2020-06-30	$187,937	5,005	-13.4%	Shares	Sole	2020-07-14
2020-03-31	$178,255	5,780	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.