CWM, LLC

Position in TFC — Truist Financial Corp

CIK 1535847 OMAHA, NE

Position in TFC

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$5,663,412

-$349,607 QoQ

Shares Held

123,198

+0.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 3.9667529768910463.ToString("F0")% Shared 0.ToString("F0")% None 96.03324702310896.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $208,703,709 across 284 Banks - Regional names. TFC ranks #7 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	174,338	$36,277,994
2	CFG	Citizens Financial Group Inc/Ri	225,549	$13,526,173
3	USB	US Bancorp De	241,668	$12,569,152
4	PNFP	Pinnacle Financial Partners, Inc.	131,724	$11,346,705
5	PB	Prosperity Bancshares Inc	130,471	$8,765,041
6	BPOP	Popular, Inc.	44,953	$6,031,344
7	TFC	Truist Financial Corp This page	123,198	$5,663,412
8	FHN	First Horizon Corp	190,735	$4,341,128

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,663,412	123,198	+0.8%	Shares	Sole	2026-05-14
2025-12-31	$6,013,019	122,191	-21.0%	Shares	Sole	2026-01-26
2025-09-30	$7,071,009	154,659	+102.8%	Shares	Sole	2025-10-15
2025-06-30	$3,279,148	76,277	+34.5%	Shares	Sole	2025-07-25
2025-03-31	$2,333,904	56,717	+11.7%	Shares	Sole	2025-05-01
2024-12-31	$2,203,009	50,784	+6.8%	Shares	Sole	2025-02-04
2024-09-30	$2,033,029	47,534	+25.9%	Shares	Sole	2024-10-08
2024-06-30	$1,467,170	37,765	-8.5%	Shares	Sole	2024-07-10
2024-03-31	$1,609,640	41,294	+41.7%	Shares	Sole	2024-04-05
2023-12-31	$1,075,701	29,136	+12.6%	Shares	Sole	2024-02-01
2023-09-30	$740,197	25,872	-34.5%	Shares	Sole	2023-10-11
2023-06-30	$1,199,098	39,509	+19.2%	Shares	Sole	2023-08-03
2023-03-31	$1,130,653	33,157	-0.5%	Shares	Sole	2023-05-01
2022-12-31	$1,434,534	33,338	-3.2%	Shares	Sole	2023-02-01
2022-09-30	$1,499,474	34,439	-2.2%	Shares	Sole	2022-10-27
2022-06-30	$1,670,958	35,230	+170.9%	Shares	Sole	2022-07-28
2022-03-31	$737,383	13,005	+28.3%	Shares	Sole	2022-04-21
2021-12-31	$593,579	10,138	+26.9%	Shares	Sole	2022-01-31
2021-06-30	$443,278	7,987	0.0%	Shares	Sole	2021-09-15
2021-03-31	$465,801	7,987	0.0%	Shares	Sole	2021-09-15
2020-12-31	$382,816	7,987	0.0%	Shares	Sole	2021-09-15
2020-09-30	$303,905	7,987	0.0%	Shares	Sole	2021-09-15
2020-06-30	$299,911	7,987	0.0%	Shares	Sole	2021-09-15
2020-03-31	$246,319	7,987	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.