Institute for Wealth Management, LLC.
Position in TFC — Truist Financial Corp
CIK 1533954
DENVER, CO
Position in TFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$404,438
+$24,405 QoQ
Shares Held
8,118
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#357
of 599 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $4,994,510 across 45 Banks - Regional names. TFC ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,658 | $643,743 | |
| 2 | KEY |
Keycorp /New/
|
27,376 | $631,016 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,284 | $562,366 | |
| 4 | NU |
Nu Holdings Ltd.
|
33,726 | $450,579 | |
| 5 | TFC |
Truist Financial Corp
This page
|
8,118 | $404,438 | |
| 6 | EWBC |
East West Bancorp Inc
|
2,835 | $365,970 | |
| 7 | HDB |
Hdfc Bank Ltd
|
9,146 | $236,241 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
6,533 | $220,554 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,438 | 8,118 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $380,033 | 8,267 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $401,455 | 8,158 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $391,683 | 8,567 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $349,766 | 8,136 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $334,714 | 8,134 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $352,852 | 8,134 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $347,891 | 8,134 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $327,583 | 8,432 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $325,833 | 8,359 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $310,497 | 8,410 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $248,792 | 8,696 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $266,473 | 8,780 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $281,290 | 8,249 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $355,987 | 8,273 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $378,928 | 8,703 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $412,783 | 8,703 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $494,480 | 8,721 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $500,309 | 8,545 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $502,219 | 8,563 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $484,792 | 8,735 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $510,591 | 8,755 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $424,947 | 8,866 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $311,363 | 8,183 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $307,572 | 8,191 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $257,205 | 8,340 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||