Orion Porfolio Solutions, LLC

Position in TFC — Truist Financial Corp

CIK 1360533 OMAHA, NE

Position in TFC

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$3,856,469

-$2,210,877 QoQ

Shares Held

83,891

-32.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 42.81099508892385.ToString("F0")% Shared 0.ToString("F0")% None 57.18900491107615.ToString("F0")%

Financial Services · as of Mar 31, 2026

Orion Porfolio Solutions, LLC holds $99,829,069 across 54 Banks - Regional names. TFC ranks #8 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	50,811	$10,573,260
2	NWG	NatWest Group plc	397,294	$5,919,679
3	HBAN	Huntington Bancshares Inc /Md/	364,627	$5,706,411
4	WTFC	Wintrust Financial Corp	36,671	$5,095,068
5	HDB	Hdfc Bank Ltd	185,540	$4,616,235
6	USB	US Bancorp De	84,396	$4,389,435
7	MTB	M&T Bank Corp	19,328	$3,995,483
8	TFC	Truist Financial Corp This page	83,891	$3,856,469

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,856,469	83,891	-32.0%	Shares	Sole	2026-05-13
2025-12-31	$6,067,346	123,295	+29.0%	Shares	Sole	2026-02-12
2025-09-30	$4,370,329	95,589	-14.4%	Shares	Sole	2025-11-12
2025-06-30	$4,801,252	111,683	+14.1%	Shares	Sole	2025-08-27
2025-03-31	$4,026,939	97,860	-2.1%	Shares	Sole	2025-08-01
2024-12-31	$4,335,527	99,943	+2.8%	Shares	Sole	2025-08-01
2024-09-30	$4,158,997	97,241	-1.6%	Shares	Sole	2025-07-31
2024-06-30	$3,838,185	98,795	-0.4%	Shares	Sole	2025-07-31
2024-03-31	$3,868,063	99,232	+2.2%	Shares	Sole	2025-07-31
2023-12-31	$3,583,972	97,074	-5.7%	Shares	Sole	2025-07-31
2023-09-30	$2,946,486	102,988	-21.9%	Shares	Sole	2025-07-31
2023-06-30	$4,000,008	131,796	-7.9%	Shares	Sole	2025-07-31
2023-03-31	$4,879,164	143,084	-8.3%	Shares	Sole	2025-07-31
2022-12-31	$6,711,905	155,982	-9.5%	Shares	Sole	2023-02-06
2022-09-30	$7,506,774	172,411	-2.2%	Shares	Sole	2022-11-01
2022-06-30	$8,361,861	176,299	-10.5%	Shares	Sole	2022-07-18
2022-03-31	$11,166,384	196,938	-3.6%	Shares	Sole	2022-05-16
2021-12-31	$11,957,900	204,234	+29.7%	Shares	Sole	2022-02-08
2021-09-30	$9,238,782	157,524	+0.1%	Shares	Sole	2021-11-08
2021-06-30	$8,734,423	157,377	+3.4%	Shares	Sole	2021-08-03
2021-03-31	$8,877,003	152,212	-41.0%	Shares	Sole	2021-05-12
2020-12-31	$12,370,637	258,098	+43.9%	Shares	Sole	2021-02-16
2020-09-30	$6,826,854	179,418	+1422.0%	Shares	Sole	2020-12-03
2020-06-30	$442,639	11,788	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.