Smith Salley Wealth Management

Position in TFC — Truist Financial Corp

CIK 1482012 GREENSBORO, NC

Position in TFC

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$778,639

-$95,379 QoQ

Shares Held

16,938

-4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Smith Salley Wealth Management holds $30,631,409 across 8 Banks - Regional names. TFC ranks #6 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	79,656	$16,575,617
2	FBNC	First Bancorp /Nc/	110,644	$6,234,789
3	HBAN	Huntington Bancshares Inc /Md/	152,909	$2,393,025
4	AUB	Atlantic Union Bankshares Corp	62,147	$2,221,133
5	FCNCA	First Citizens Bancshares Inc /De/	757	$1,426,687
6	TFC	Truist Financial Corp This page	16,938	$778,639
7	USB	US Bancorp De	13,563	$705,411
8	LOB	Live Oak Bancshares, Inc.	8,954	$296,108

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$778,639	16,938	-4.6%	Shares	Sole	2026-04-16
2025-12-31	$874,018	17,761	-2.9%	Shares	Sole	2026-01-27
2025-09-30	$836,173	18,289	-12.8%	Shares	Sole	2025-10-20
2025-06-30	$901,371	20,967	+102.6%	Shares	Sole	2025-07-17
2025-03-31	$425,779	10,347	+10.9%	Shares	Sole	2025-04-25
2024-12-31	$404,822	9,332	-4.2%	Shares	Sole	2025-01-15
2024-09-30	$416,708	9,743	-2.1%	Shares	Sole	2024-10-24
2024-06-30	$386,674	9,953	-37.6%	Shares	Sole	2024-07-29
2024-03-31	$621,886	15,954	-44.6%	Shares	Sole	2024-05-02
2023-12-31	$1,064,145	28,823	+28.9%	Shares	Sole	2024-01-24
2023-09-30	$639,719	22,360	-14.3%	Shares	Sole	2023-10-27
2023-06-30	$792,103	26,099	-77.7%	Shares	Sole	2023-08-04
2023-03-31	$3,986,392	116,903	+16.0%	Shares	Other	2023-05-03
2022-12-31	$4,334,842	100,740	-15.4%	Shares	Other	2023-02-03
2022-09-30	$5,184,263	119,069	-0.4%	Shares	Other	2022-11-01
2022-06-30	$5,669,876	119,542	+2.1%	Shares	Other	2022-08-01
2022-03-31	$6,638,265	117,077	-3.9%	Shares	Sole	2022-05-10
2021-12-31	$7,136,600	121,889	+4.3%	Shares	Sole	2022-02-10
2021-09-30	$6,852,254	116,833	+4.3%	Shares	Other	2021-11-05
2021-06-30	$6,218,219	112,040	+1.6%	Shares	Sole	2021-08-09
2021-03-31	$6,432,287	110,293	-1.7%	Shares	Sole	2021-04-30
2020-12-31	$5,379,470	112,236	+2.2%	Shares	Sole	2021-01-28
2020-09-30	$4,179,221	109,835	-1.2%	Shares	Sole	2020-11-05
2020-06-30	$4,175,334	111,194	-0.3%	Shares	Other	2020-08-04
2020-03-31	$3,438,844	111,506	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.