DAVIS R M INC

Position in TFC — Truist Financial Corp

CIK 891287 PORTLAND, ME

Position in TFC

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

Position Value

$242,175

+$15,360 QoQ

Shares Held

4,861

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,297

of 1,678 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

DAVIS R M INC holds $2,344,125 across 4 Banks - Regional names. TFC ranks #4 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	25,612	$1,546,964
2	PNC	Pnc Financial Services Group, Inc.	1,175	$289,308
3	CAC	Camden National Corp	4,900	$265,678
4	TFC	Truist Financial Corp This page	4,861	$242,175

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,175	4,861	-1.5%	Shares	Sole	2026-08-14
2026-03-31	$226,815	4,934	+1.5%	Shares	Sole	2026-05-13
2025-12-31	$239,209	4,861	0.0%	Shares	Sole	2026-02-12
2025-09-30	$222,244	4,861	0.0%	Shares	Sole	2025-11-12
2025-06-30	$208,974	4,861	-41.7%	Shares	Sole	2025-08-07
2025-03-31	$342,985	8,335	+38.1%	Shares	Sole	2025-05-08
2024-12-31	$261,841	6,036	+20.8%	Shares	Sole	2025-02-07
2024-09-30	$213,764	4,998	-13.5%	Shares	Sole	2024-11-13
2024-06-30	$224,475	5,778	-21.8%	Shares	Sole	2024-08-09
2023-03-31	$251,999	7,390	0.0%	Shares	Sole	2023-05-01
2022-12-31	$317,991	7,390	0.0%	Shares	Sole	2023-02-14
2022-09-30	$321,760	7,390	-20.6%	Shares	Sole	2022-11-08
2022-06-30	$441,620	9,311	+1.1%	Shares	Sole	2022-08-08
2022-03-31	$522,377	9,213	+18.2%	Shares	Sole	2022-05-05
2021-12-31	$456,221	7,792	-3.0%	Shares	Sole	2022-02-08
2021-09-30	$471,076	8,032	+3.1%	Shares	Sole	2021-11-08
2021-06-30	$432,456	7,792	-16.8%	Shares	Sole	2021-08-12
2021-03-31	$546,516	9,371	-5.1%	Shares	Sole	2021-05-10
2020-12-31	$473,117	9,871	+3.9%	Shares	Sole	2021-01-27
2020-09-30	$361,513	9,501	-9.5%	Shares	Sole	2020-12-01
2020-06-30	$394,312	10,501	-3.9%	Shares	Sole	2020-07-20
2020-03-31	$336,988	10,927	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.