TFC — TRUIST FINL CORP COM

Ownership history in Rather & Kittrell, Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Rather & Kittrell, Inc. reported a position in TRUIST FINL CORP COM (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
2.85% (2022 Q1)
Avg. % of fund
1.11%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 55,558 -363 -0.6% 0.44% $2.7M $48.72
2025 Q3 ADDED 55,921 +485 +0.9% 0.45% $2.6M $44.74
2025 Q2 REDUCED 55,436 -10 -0.0% 0.47% $2.4M $41.56
2025 Q1 ADDED 55,446 +20 +0.0% 0.49% $2.3M $39.26
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% Griffith & Werner, Inc. 3.32%
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