Eastover Investment Advisors LLC TFC — TRUIST FINL CORP

Ownership history in Eastover Investment Advisors LLC  ·  26 quarters on record

AI Ownership Summary

Eastover Investment Advisors LLC reported TRUIST FINL CORP (TFC) in 26 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.35% in 2024 Q4. The latest visible filing shows TFC at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Eastover Investment Advisors LLC's position in TRUIST FINL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TFC was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TFC stock page Eastover Investment Advisors LLC fund profile Eastover Investment Advisors LLC full holdings
How Eastover Investment Advisors LLC held TFC — position size vs. price
% of Fund (quarterly)    TFC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 13,481 — 0% 0.26% $672K 2026-07-13 $51.44
2026 Q1 UNCHANGED — — — 13,481 — 0% 0.27% $620K 2026-04-08 $48.30
2025 Q4 UNCHANGED — — — 13,481 — 0% 0.29% $663K 2026-01-12 $48.64
2025 Q3 UNCHANGED — — — 13,481 — 0% 0.27% $616K 2025-10-07 $43.34
2025 Q2 UNCHANGED — — — 13,481 — 0% 0.26% $580K 2025-07-16 $42.02
2025 Q1 REDUCED 21.0% +5.8% ❌ 13,481 -3,593 -21.0% 0.27% $555K 2025-04-07 $32.85
2024 Q4 ADDED — — — 17,074 +154 +0.9% 0.35% $741K 2025-01-13 $39.86
2024 Q3 UNCHANGED — — — 16,920 — 0% 0.34% $724K 2024-10-08 $38.51
2024 Q2 UNCHANGED — — — 16,920 — 0% 0.32% $669K 2024-07-09 $35.12
2024 Q1 UNCHANGED — — — 16,920 — 0% 0.32% $660K 2024-04-24 $34.55
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TFC

As of 2026 Q2 — sorted by position size

Ategra Capital Management, LLC 8.87% Reliant Investment Partners, LLC 5.03% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 4.79% Prana Capital Management, LP 3Y 7Y 3.84% Black Maple Capital Management LP 3Y 7Y 3.76% Griffith & Werner, Inc. 3.46% SHAPIRO CAPITAL MANAGEMENT LLC 3Y 7Y 3.4% Carlson Capital, L.P. 3Y 7Y 3.33% MCRAE CAPITAL MANAGEMENT INC 3Y 7Y 3.3% Regal Partners Ltd 3Y 7Y 3.29%

FAQ About Eastover Investment Advisors LLC and TFC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Eastover Investment Advisors LLC reported owning TFC?

Eastover Investment Advisors LLC reported TFC across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported TFC position in Eastover Investment Advisors LLC's portfolio?

The largest reported portfolio weight for TFC was 0.35% in 2024 Q4.

What is the latest reported TFC position on this page?

The most recent filing on this page is 2026 Q2, when Eastover Investment Advisors LLC reported 13,481 shares, equal to 0.26% of portfolio, with an estimated market value of $672K.

What does the chart on this TFC ownership page compare?

The chart compares Eastover Investment Advisors LLC's quarterly TFC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Eastover Investment Advisors LLC time their TFC position?

Based on 13F filing dates vs. subsequent TFC price moves, Eastover Investment Advisors LLC correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on TFC relative to SPY over the holding period was -5.6%.

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