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CSM Advisors, LLC

SEC CIK
0001863523
Latest filing
Aug 14, 2026

TFC holding history

Truist Financial Corp in every 13F filed by CSM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TFC overviewAll 13F holders of TFCFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2021
Holdings of TFC by CSM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−5,691−100.0%Sold outHolders
Q4 20235,691$210.0K<0.1%−1,300−18.6%ReducedHolders
Q3 20236,991$200.0K<0.1%−1,100−13.6%ReducedHolders
Q2 20238,091$246.0K<0.1%−2,700−25.0%ReducedHolders
Q1 202310,791$368.0K<0.1%00.0%UnchangedHolders
Q4 202210,791$464.0K<0.1%00.0%UnchangedHolders
Q3 202210,791$470.0K0.1%00.0%UnchangedHolders
Q2 202210,791$512.0K<0.1%00.0%UnchangedHolders
Q1 202210,791$612.0K<0.1%00.0%UnchangedHolders
Q4 202110,791$632.0K<0.1%00.0%UnchangedHolders
Q3 202110,791$633.0K<0.1%00.0%UnchangedHolders
Q2 202110,791$599.0K<0.1%+10,791NewHolders