LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in TFC — Truist Financial Corp
CIK 932974
BOSTON, MA
Position in TFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$21,920
+$1,694 QoQ
Shares Held
440
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,535
of 1,678 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $12,051,255 across 13 Banks - Regional names. TFC ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HDB |
Hdfc Bank Ltd
|
349,292 | $9,022,212 | |
| 2 | OZK |
Bank OZK
|
30,930 | $1,611,143 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,847 | $454,768 | |
| 4 | MTB |
M&T Bank Corp
|
1,155 | $274,901 | |
| 5 | AUB |
Atlantic Union Bankshares Corp
|
6,473 | $273,872 | |
| 6 | BBT |
Beacon Financial Corp
|
5,031 | $153,193 | |
| 7 | UBCP |
United Bancorp Inc /Oh/
|
6,917 | $109,841 | |
| 8 | USB |
US Bancorp De
|
1,212 | $73,204 |
All Filings in TFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,920 | 440 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $20,226 | 440 | Shares | Sole | 2026-04-13 | |
| 2023-09-30 | $31,356 | 1,096 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $43,886 | 1,446 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $37,373 | 1,096 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $47,160 | 1,096 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $48,372 | 1,111 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $52,694 | 1,111 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $62,143 | 1,096 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $64,170 | 1,096 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $64,280 | 1,096 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $93,295 | 1,681 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $129,650 | 2,705 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $126,326 | 3,320 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $124,666 | 3,320 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $102,388 | 3,320 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||