PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in TFC — Truist Financial Corp

CIK 12600 DES MOINES, IA

Position in TFC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,683,653

+$394,945 QoQ

Shares Held

53,867

+8.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#489

of 1,678 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $23,881,723 across 26 Banks - Regional names. TFC ranks #2 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	85,223	$5,147,469
2	TFC	Truist Financial Corp This page	53,867	$2,683,653
3	LYG	Lloyds Banking Group plc	346,943	$2,022,677
4	WTFC	Wintrust Financial Corp	10,874	$1,747,669
5	PNC	Pnc Financial Services Group, Inc.	7,093	$1,746,438
6	BPOP	Popular, Inc.	9,554	$1,568,575
7	FITB	Fifth Third Bancorp	25,785	$1,453,500
8	KB	KB Financial Group Inc.	10,601	$1,112,680

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,683,653	53,867	+8.2%	Shares	Sole	2026-08-04
2026-03-31	$2,288,708	49,787	+2.6%	Shares	Sole	2026-05-13
2025-12-31	$2,387,127	48,509	+2.8%	Shares	Sole	2026-02-12
2025-09-30	$2,157,663	47,193	+13.0%	Shares	Sole	2025-11-12
2025-06-30	$1,796,122	41,780	-19.6%	Shares	Sole	2025-08-11
2025-03-31	$2,139,511	51,993	+0.2%	Shares	Sole	2025-04-30
2024-12-31	$2,251,378	51,899	+6.2%	Shares	Sole	2025-01-30
2024-09-30	$2,089,656	48,858	+3.9%	Shares	Sole	2024-10-28
2024-06-30	$1,827,737	47,046	+6.1%	Shares	Sole	2024-07-31
2024-03-31	$1,728,256	44,337	+2.8%	Shares	Sole	2024-05-10
2023-12-31	$1,592,618	43,137	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.