BEESE FULMER INVESTMENT MANAGEMENT, INC.
Position in TFC — Truist Financial Corp
CIK 911274
CANTON, OH
Position in TFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$911,157
+$137,574 QoQ
Shares Held
18,289
+8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#777
of 1,686 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $27,020,699 across 27 Banks - Regional names. TFC ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMNB |
Farmers National Banc Corp /Oh/
|
361,330 | $5,275,418 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
277,169 | $4,914,206 | |
| 3 | CIVB |
Civista Bancshares, Inc.
|
156,384 | $4,413,156 | |
| 4 | FITB |
Fifth Third Bancorp
|
29,430 | $1,658,969 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
5,882 | $1,448,266 | |
| 6 | KEY |
Keycorp /New/
|
57,709 | $1,330,192 | |
| 7 | TFC |
Truist Financial Corp
This page
|
18,289 | $911,157 | |
| 8 | PDLB |
Ponce Financial Group, Inc.
|
40,535 | $808,267 |
All Filings in TFC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $911,157 | 18,289 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $773,583 | 16,828 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $859,747 | 17,471 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $814,501 | 17,815 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $760,923 | 17,700 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $682,555 | 16,587 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $706,139 | 16,278 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $640,523 | 14,976 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $564,645 | 14,534 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $4,302,339 | 110,373 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $3,343,696 | 90,566 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,284,107 | 79,836 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,245,323 | 73,981 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,712,297 | 50,214 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,395,936 | 32,441 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||