LPL Financial LLC

Position in TFC — Truist Financial Corp

CIK 1403438 FORT MILL, SC

Back to TFC Full portfolio

Position in TFC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$223,347,344

-$3,785,231 QoQ

Shares Held

4,483,086

-9.3% QoQ

Ownership

0.367%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#32

of 1,681 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Derivatives in TFC

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$827,460

PutShares

18,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $1,299,237,906 across 175 Banks - Regional names. TFC ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	968,289	$238,412,117
2	TFC	Truist Financial Corp This page	4,483,086	$223,347,344
3	USB	US Bancorp De	3,203,593	$193,497,017
4	RF	Regions Financial Corp	2,404,667	$72,620,943
5	FITB	Fifth Third Bancorp	824,462	$46,474,922
6	CFG	Citizens Financial Group Inc/Ri	504,589	$35,356,551
7	MTB	M&T Bank Corp	134,231	$31,948,320
8	HBAN	Huntington Bancshares Inc /Md/	1,505,545	$26,693,312

All Filings in TFC

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35 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,347,344	4,483,086	-9.3%	Shares	Sole	2026-08-07
2026-03-31	$827,460	18,000	-32.1%	Put	Sole	2026-05-06
2026-03-31	$227,132,575	4,940,887	+1.6%	Shares	Sole	2026-05-06
2025-12-31	$1,304,065	26,500	-27.4%	Put	Sole	2026-02-11
2025-12-31	$239,400,351	4,864,872	+3.8%	Shares	Sole	2026-02-11
2025-09-30	$214,253,384	4,686,207	+6.8%	Shares	Sole	2025-11-12
2025-09-30	$1,668,780	36,500	-67.2%	Put	Sole	2025-11-12
2025-06-30	$4,780,488	111,200	+100.4%	Put	Sole	2025-08-12
2025-06-30	$188,611,660	4,387,338	+6.8%	Shares	Sole	2025-08-12
2025-03-31	$169,103,085	4,109,431	+6.0%	Shares	Sole	2025-05-07
2025-03-31	$2,283,825	55,500	+809.8%	Put	Sole	2025-05-07
2024-12-31	$168,145,781	3,876,113	+6.8%	Shares	Sole	2025-02-11
2024-09-30	$155,287,647	3,630,761	+20.8%	Shares	Sole	2024-11-08
2024-06-30	$236,985	6,100	+5026.1%	Put	Sole	2024-08-07
2024-06-30	$116,792,152	3,006,233	-5.1%	Shares	Sole	2024-08-07
2024-03-31	$4,638	119	-99.2%	Put	Sole	2024-05-10
2024-03-31	$123,477,179	3,167,706	+6.8%	Shares	Sole	2024-05-10
2023-12-31	$109,477,509	2,965,263	+14.0%	Shares	Sole	2024-02-14
2023-12-31	$527,956	14,300	-16.4%	Put	Sole	2024-02-14
2023-09-30	$74,418,014	2,601,119	+10.4%	Shares	Sole	2023-11-13
2023-06-30	$71,538,440	2,357,115	+21.4%	Shares	Sole	2023-07-31
2023-06-30	$518,985	17,100	—	Put	Sole	2023-07-31
2023-03-31	$66,232,498	1,942,302	+27.4%	Shares	Sole	2023-05-10
2022-12-31	$65,626,085	1,525,124	+11.6%	Shares	Sole	2023-02-07
2022-09-30	$59,519,484	1,367,007	+14.8%	Shares	Sole	2022-11-14
2022-06-30	$56,493,019	1,191,082	+32.4%	Shares	Sole	2022-08-12
2022-03-31	$50,999,211	899,457	+13.9%	Shares	Sole	2022-05-16
2021-12-31	$46,245,483	789,846	+9.6%	Shares	Sole	2022-02-14
2021-09-30	$42,257,266	720,499	+23.1%	Shares	Sole	2021-11-15
2021-06-30	$32,491,753	585,437	+8.4%	Shares	Sole	2021-08-13
2021-03-31	$31,497,290	540,077	+22.8%	Shares	Sole	2021-05-14
2020-12-31	$21,085,701	439,927	+5.0%	Shares	Sole	2021-02-12
2020-09-30	$15,937,623	418,860	-3.9%	Shares	Sole	2020-11-09
2020-06-30	$16,374,015	436,059	+9.8%	Shares	Sole	2020-08-13
2020-03-31	$12,245,392	397,062	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.