BOK Financial Private Wealth, Inc.

Position in TFC — Truist Financial Corp

CIK 1317348 DENVER, CO

Position in TFC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$5,729

+$2,247 QoQ

Shares Held

115

+42.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,618

of 1,681 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BOK Financial Private Wealth, Inc. holds $405,419 across 27 Banks - Regional names. TFC ranks #12 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFR	Cullen/Frost Bankers, Inc.	1,712	$264,538
2	USB	US Bancorp De	295	$17,818
3	PNC	Pnc Financial Services Group, Inc.	72	$17,727
4	COLB	Columbia Banking System, Inc.	415	$13,300
5	GBCI	Glacier Bancorp, Inc.	190	$9,800
6	LYG	Lloyds Banking Group plc	1,597	$9,310
7	MFG	Mizuho Financial Group Inc	969	$9,283
8	UBSI	United Bankshares Inc/Wv	200	$9,166

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,729	115	+42.0%	Shares	Sole	2026-08-10
2025-06-30	$3,482	81	-91.1%	Shares	Sole	2025-08-07
2025-03-31	$37,364	908	+263.2%	Shares	Sole	2025-05-14
2024-12-31	$10,845	250	+168.8%	Shares	Sole	2025-02-07
2024-09-30	$3,977	93	-87.4%	Shares	Sole	2024-11-13
2024-06-30	$28,632	737	+99.2%	Shares	Sole	2024-08-14
2022-12-31	$15,921	370	0.0%	Shares	Sole	2023-02-02
2022-09-30	$16,109	370	-57.7%	Shares	Sole	2022-11-07
2022-06-30	$41,501	875	-86.4%	Shares	Sole	2022-08-15
2022-03-31	$363,843	6,417	+30.0%	Shares	Sole	2022-05-09
2021-12-31	$289,061	4,937	+5.4%	Shares	Sole	2022-02-15
2021-09-30	$274,599	4,682	+8.6%	Shares	Sole	2021-11-15
2021-06-30	$239,260	4,311	+24.7%	Shares	Sole	2021-08-03
2021-03-31	$201,553	3,456	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.