AVITY INVESTMENT MANAGEMENT INC.

Position in TFC — Truist Financial Corp

CIK 926834 GREENWICH, CT

Position in TFC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$14,532,344

+$796,646 QoQ

Shares Held

291,697

-2.4% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

#227

of 1,678 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

AVITY INVESTMENT MANAGEMENT INC. holds $14,709,644 across 2 Banks - Regional names. TFC ranks #1 (98.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TFC	Truist Financial Corp This page	291,697	$14,532,344
2	HBAN	Huntington Bancshares Inc /Md/	10,000	$177,300

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,532,344	291,697	-2.4%	Shares	Sole	2026-07-09
2026-03-31	$13,735,698	298,797	-2.8%	Shares	Sole	2026-04-08
2025-12-31	$15,132,124	307,501	-0.4%	Shares	Sole	2026-01-13
2025-09-30	$14,120,439	308,846	-1.5%	Shares	Sole	2025-11-19
2025-06-30	$13,473,968	313,421	+8.4%	Shares	Sole	2025-07-08
2025-03-31	$11,896,711	289,106	+3.0%	Shares	Sole	2025-04-11
2024-12-31	$12,174,293	280,643	+15.6%	Shares	Sole	2025-01-14
2024-09-30	$10,386,052	242,835	+3.0%	Shares	Sole	2024-10-10
2024-06-30	$9,158,887	235,750	-29.1%	Shares	Sole	2024-07-11
2024-03-31	$12,967,671	332,675	-49.6%	Shares	Sole	2024-04-16
2023-12-31	$24,376,836	660,261	+4.3%	Shares	Sole	2024-01-11
2023-09-30	$18,113,792	633,128	-8.4%	Shares	Sole	2023-10-18
2023-06-30	$20,977,950	691,201	+0.1%	Shares	Sole	2023-07-17
2023-03-31	$23,539,707	690,314	+2.1%	Shares	Sole	2023-04-18
2022-12-31	$29,094,691	676,149	+2.0%	Shares	Sole	2023-01-12
2022-09-30	$28,858,878	662,813	+0.3%	Shares	Sole	2022-10-13
2022-06-30	$31,338,708	660,736	+3.3%	Shares	Sole	2022-07-13
2022-03-31	$36,251,428	639,355	-0.5%	Shares	Sole	2022-04-19
2021-12-31	$37,607,953	642,322	+0.9%	Shares	Sole	2022-01-14
2021-09-30	$37,351,017	636,846	+2.1%	Shares	Sole	2021-10-13
2021-06-30	$34,621,344	623,808	+2.8%	Shares	Sole	2021-07-13
2021-03-31	$35,386,476	606,764	+9.5%	Shares	Sole	2021-04-15
2020-12-31	$26,557,917	554,098	+7.9%	Shares	Sole	2021-01-15
2020-09-30	$19,531,864	513,321	+21.7%	Shares	Sole	2020-10-08
2020-06-30	$15,844,297	421,952	-3.4%	Shares	Sole	2020-07-15
2020-03-31	$13,473,471	436,883	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.