TFC — TRUIST FINL CORP

Ownership history in Griffith & Werner, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Griffith & Werner, Inc. reported a position in TRUIST FINL CORP (TFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.32% (2025 Q4)
Avg. % of fund
3.11%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 132,529 +1,084 +0.8% 3.32% $6.5M $48.72
2025 Q3 ADDED 131,445 +11,823 +9.9% 3.07% $5.9M $44.74
2025 Q1 ADDED 119,622 +15,949 +15.4% 3.06% $4.9M $39.26
2024 Q4 INITIATED 103,673 — — 2.97% $4.5M $40.92
% of Fund (quarterly)    TFC price (monthly, adj. close)

Other funds also holding TFC

As of 2025 Q4 — sorted by position size

Ategra Capital Management, LLC 7.44% Rhino Investment Partners, Inc 3Y 7.42% Reliant Investment Partners, LLC 5.99% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 5.65% Prana Capital Management, LP 3Y 7Y 4.46% PMC FIG Opportunities LLC 4.05% SHAPIRO CAPITAL MANAGEMENT LLC 3Y 7Y 3.89% Ategra Capital Management, LLC 3.51% CONTINENTAL ADVISORS LLC 3Y 7Y 3.35% MCRAE CAPITAL MANAGEMENT INC 3Y 7Y 3.18%
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