WBI INVESTMENTS, LLC

Position in TFC — Truist Financial Corp

CIK 1397424 RED BANK, NJ

Position in TFC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$704,504

-$48,714 QoQ

Shares Held

14,141

-13.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#881

of 1,678 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

WBI INVESTMENTS, LLC holds $3,042,543 across 5 Banks - Regional names. TFC ranks #3 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COLB	Columbia Banking System, Inc.	29,466	$944,385
2	FIBK	First Interstate Bancsystem Inc	19,679	$758,822
3	TFC	Truist Financial Corp This page	14,141	$704,504
4	PFS	Provident Financial Services Inc	14,099	$333,300
5	NWBI	Northwest Bancshares, Inc.	19,890	$301,532

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$704,504	14,141	-13.7%	Shares	Defined	2026-08-11
2026-03-31	$753,218	16,385	-23.5%	Shares	Defined	2026-05-11
2025-12-31	$1,053,782	21,414	+18.0%	Shares	Defined	2026-02-13
2025-09-30	$829,543	18,144	-16.6%	Shares	Defined	2025-11-20
2025-06-30	$934,860	21,746	-62.2%	Shares	Defined	2025-08-11
2024-03-31	$2,240,609	57,481	+245.2%	Shares	Defined	2024-05-03
2023-12-31	$614,828	16,653	-6.8%	Shares	Defined	2024-02-09
2023-09-30	$511,289	17,871	+15.2%	Shares	Defined	2023-11-09
2023-06-30	$470,758	15,511	-13.5%	Shares	Defined	2023-08-07
2023-03-31	$611,378	17,929	-19.1%	Shares	Defined	2023-05-15
2022-12-31	$954,147	22,174	+46.4%	Shares	Defined	2023-02-13
2022-03-31	$858,834	15,147	-74.0%	Shares	Defined	2022-05-02
2021-09-30	$3,420,409	58,319	—	Shares	Defined	2021-11-09
No filing history on record for this holder in this stock.