LIGHTHOUSE FINANCIAL SERVICES INC /ADV

Position in TFC — Truist Financial Corp

CIK 1068979 BREA, CA

Position in TFC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$528,540

+$45,718 QoQ

Shares Held

10,609

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#978

of 1,678 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LIGHTHOUSE FINANCIAL SERVICES INC /ADV holds $2,003,745 across 4 Banks - Regional names. TFC ranks #2 (26.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	2,824	$695,325
2	TFC	Truist Financial Corp This page	10,609	$528,540
3	HBAN	Huntington Bancshares Inc /Md/	26,351	$467,203
4	CATY	Cathay General Bancorp	5,044	$312,677

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$528,540	10,609	+1.0%	Shares	Sole	2026-07-16
2026-03-31	$482,822	10,503	-25.5%	Shares	Sole	2026-04-15
2025-12-31	$693,319	14,089	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.