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Linscomb Wealth, Inc.

Position in TFC — Truist Financial Corp

CIK 1313294 Houston, TX

Position in TFC

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$6,078,787
+$283,717 QoQ
Shares Held
122,015
-3.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#348
of 1,678 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 93% Shared 0% None 7%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Linscomb Wealth, Inc. holds $9,627,808 across 4 Banks - Regional names. TFC ranks #1 (63.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TFC
Truist Financial Corp
This page
122,015 $6,078,787

All Filings in TFC

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,078,787 122,015
2026-03-31 $5,795,070 126,062
2025-12-31 $7,740,191 157,289
2025-09-30 $7,315,017 159,996
2025-06-30 $6,806,563 158,329
2025-03-31 $6,287,884 152,804
2024-12-31 $6,472,816 149,212
2024-09-30 $6,380,642 149,185
2024-06-30 $5,797,624 149,231
2024-03-31 $5,855,536 150,219
2023-12-31 $5,432,482 147,142
2023-09-30 $4,257,539 148,813
2023-06-30 $4,626,493 152,438
2023-03-31 $5,176,789 151,812
2022-12-31 $6,513,967 151,382
2022-09-30 $6,307,596 144,869
2022-06-30 $6,786,900 143,093
2022-03-31 $8,049,642 141,969
2021-12-31 $8,041,901 137,351
2021-09-30 $8,068,832 137,576
2021-06-30 $7,493,832 135,024
2021-03-31 $7,590,289 130,149
2020-12-31 $6,048,861 126,202
2020-09-30 $4,698,642 123,486
2020-06-30 $4,392,749 116,984
2020-03-31 $2,625,964 85,148