SHEETS SMITH WEALTH MANAGEMENT
Position in TFC — Truist Financial Corp
CIK 1157436
WINSTON-SALEM, NC
Position in TFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$903,834
+$69,525 QoQ
Shares Held
18,142
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#222
of 599 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SHEETS SMITH WEALTH MANAGEMENT holds $19,936,090 across 16 Banks - Regional names. TFC ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
3,210 | $6,679,335 | |
| 2 | FNB |
Fnb Corp/Pa/
|
191,163 | $3,647,390 | |
| 3 | SFST |
Southern First Bancshares Inc
|
19,639 | $1,199,942 | |
| 4 | RNST |
Renasant Corp
|
22,044 | $937,751 | |
| 5 | TFC |
Truist Financial Corp
This page
|
18,142 | $903,834 | |
| 6 | PNFP |
Pinnacle Financial Partners, Inc.
|
8,062 | $813,294 | |
| 7 | CAC |
Camden National Corp
|
14,683 | $796,112 | |
| 8 | CASH |
Pathward Financial, Inc.
|
8,180 | $712,150 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $903,834 | 18,142 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $834,309 | 18,149 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $890,110 | 18,088 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $825,703 | 18,060 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $777,646 | 18,089 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $743,827 | 18,076 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $783,659 | 18,065 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $772,212 | 18,055 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $702,757 | 18,089 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $707,759 | 18,157 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $663,710 | 17,977 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $650,991 | 22,754 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $736,867 | 24,279 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $833,404 | 24,440 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $922,175 | 21,431 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $935,848 | 21,494 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $926,497 | 19,534 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,134,623 | 20,011 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,156,303 | 19,749 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,152,824 | 19,656 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,070,428 | 19,287 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,078,511 | 18,493 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,062,128 | 22,160 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $842,503 | 22,142 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $881,223 | 23,468 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $570,108 | 18,486 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||