HERITAGE INVESTORS MANAGEMENT CORP

Position in TFC — Truist Financial Corp

CIK 937589 BETHESDA, MD

Position in TFC

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$603,264

-$49,900 QoQ

Shares Held

13,123

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $1,738,568 across 3 Banks - Regional names. TFC ranks #2 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EGBN	Eagle Bancorp Inc	29,978	$745,552
2	TFC	Truist Financial Corp This page	13,123	$603,264
3	PNC	Pnc Financial Services Group, Inc.	1,873	$389,752

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$603,264	13,123	-1.1%	Shares	Sole	2026-04-24
2025-12-31	$653,164	13,273	+12.7%	Shares	Sole	2026-02-06
2025-09-30	$538,353	11,775	0.0%	Shares	Sole	2025-11-04
2025-06-30	$506,207	11,775	0.0%	Shares	Sole	2025-08-04
2025-03-31	$484,541	11,775	0.0%	Shares	Sole	2025-05-05
2024-12-31	$510,799	11,775	+7.3%	Shares	Sole	2025-02-05
2024-09-30	$469,400	10,975	—	Shares	Sole	2024-10-30
No filing history on record for this holder in this stock.