INCEPTIONR LLC TFC — TRUIST FINL CORP

Ownership history in INCEPTIONR LLC  ·  4 quarters on record

AI Ownership Summary

INCEPTIONR LLC reported TRUIST FINL CORP (TFC) in 4 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.47% in 2026 Q1. The latest visible filing shows TFC at 0.47% 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 INCEPTIONR 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 Q1

TFC was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 INCEPTIONR LLC fund profile INCEPTIONR LLC full holdings
How INCEPTIONR 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 42,748 +1,985 +4.9% 0.47% $2.0M 2026-05-14 $47.13
2024 Q4 ADDED — — — 40,763 +18,799 +85.6% 0.39% $1.8M 2025-02-06 $44.95
2024 Q3 ADDED — — — 21,964 +17,007 +343.1% 0.23% $939K 2024-11-08 $42.21
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TFC

As of 2026 Q1 — sorted by position size

Reliant Investment Partners, LLC 5.88% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 4.99% MCRAE CAPITAL MANAGEMENT INC 3Y 7Y 3.28% Griffith & Werner, Inc. 3.18% Loudon Investment Management, LLC 3Y 7Y 2.95% COERENTE CAPITAL MANAGEMENT 3Y 2.9% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 2.62% EDMP, INC. 3Y 7Y 2.43% Baugh & Associates, LLC 3Y 7Y 2.43% Welch Group, LLC 3Y 7Y 2.3%

FAQ About INCEPTIONR 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 INCEPTIONR LLC reported owning TFC?

INCEPTIONR LLC reported TFC across 3 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported TFC position in INCEPTIONR LLC's portfolio?

The largest reported portfolio weight for TFC was 0.47% in 2026 Q1.

What is the latest reported TFC position on this page?

The most recent filing on this page is 2026 Q1, when INCEPTIONR LLC reported 42,748 shares, equal to 0.47% of portfolio, with an estimated market value of $2.0M.

What does the chart on this TFC ownership page compare?

The chart compares INCEPTIONR 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 INCEPTIONR LLC time their TFC position?

Based on 13F filing dates vs. subsequent TFC price moves, INCEPTIONR LLC correctly timed 3 out of 3 reported position changes (100%).

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