SIGNATUREFD, LLC

Position in TFC — Truist Financial Corp

CIK 1456048 ATLANTA, GA

Position in TFC

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$2,038,309

+$43,287 QoQ

Shares Held

44,340

+9.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.11727559765448804.ToString("F0")% Shared 0.ToString("F0")% None 99.88272440234552.ToString("F0")%

Financial Services · as of Mar 31, 2026

SIGNATUREFD, LLC holds $42,008,985 across 179 Banks - Regional names. TFC ranks #5 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPOP	Popular, Inc.	42,377	$5,685,722
2	WF	Woori Financial Group Inc.	44,545	$2,966,697
3	KB	KB Financial Group Inc.	26,711	$2,663,888
4	MFG	Mizuho Financial Group Inc	272,110	$2,160,553
5	TFC	Truist Financial Corp This page	44,340	$2,038,309
6	PNC	Pnc Financial Services Group, Inc.	8,575	$1,784,371
7	SHG	Shinhan Financial Group Co Ltd	29,061	$1,782,020
8	LYG	Lloyds Banking Group plc	308,471	$1,551,609

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,038,309	44,340	+9.4%	Shares	Sole	2026-04-07
2025-12-31	$1,995,022	40,541	+6.7%	Shares	Sole	2026-01-20
2025-09-30	$1,737,405	38,001	+0.9%	Shares	Sole	2025-10-21
2025-06-30	$1,619,648	37,675	-21.8%	Shares	Sole	2025-07-16
2025-03-31	$1,983,430	48,200	-1.7%	Shares	Sole	2025-05-02
2024-12-31	$2,126,357	49,017	-2.8%	Shares	Sole	2025-02-10
2024-09-30	$2,155,779	50,404	+2.7%	Shares	Sole	2024-10-21
2024-06-30	$1,905,825	49,056	+1.3%	Shares	Sole	2024-07-29
2024-03-31	$1,886,748	48,403	+1.3%	Shares	Sole	2024-05-03
2023-12-31	$1,764,665	47,797	+2.8%	Shares	Sole	2024-02-01
2023-09-30	$1,330,794	46,515	-0.1%	Shares	Sole	2023-11-03
2023-06-30	$1,412,671	46,546	-4.2%	Shares	Sole	2023-08-01
2023-03-31	$1,657,430	48,605	+3.8%	Shares	Sole	2023-04-28
2022-12-31	$2,015,137	46,831	+2.6%	Shares	Sole	2023-01-30
2022-09-30	$1,988,210	45,664	+5.9%	Shares	Sole	2022-11-08
2022-06-30	$2,044,565	43,107	-2.1%	Shares	Sole	2022-08-10
2022-03-31	$2,497,578	44,049	+1.7%	Shares	Sole	2022-05-02
2021-12-31	$2,536,386	43,320	+24.9%	Shares	Sole	2022-01-25
2021-09-30	$2,033,864	34,678	+2.0%	Shares	Sole	2021-10-28
2021-06-30	$1,886,556	33,992	+5.5%	Shares	Sole	2021-07-26
2021-03-31	$1,879,303	32,224	+0.3%	Shares	Sole	2021-04-30
2020-12-31	$1,539,990	32,130	+1.6%	Shares	Sole	2021-02-11
2020-09-30	$1,203,407	31,627	+4.6%	Shares	Sole	2020-11-03
2020-06-30	$1,134,911	30,224	-20.2%	Shares	Sole	2020-07-30
2020-03-31	$1,167,849	37,868	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.