Triangle Securities Wealth Management

Broker-Dealer

Position in TFC — Truist Financial Corp

CIK 1541353 RALEIGH, NC

Position in TFC

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$801,155

-$95,627 QoQ

Shares Held

16,081

-17.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#817

of 1,678 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triangle Securities Wealth Management holds $3,624,561 across 5 Banks - Regional names. TFC ranks #3 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FCNCA	First Citizens Bancshares Inc /De/	628	$1,306,736
2	PNC	Pnc Financial Services Group, Inc.	4,005	$986,111
3	TFC	Truist Financial Corp This page	16,081	$801,155
4	USB	US Bancorp De	4,656	$281,222
5	FNB	Fnb Corp/Pa/	13,068	$249,337

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$801,155	16,081	-17.6%	Shares	Sole	2026-07-14
2026-03-31	$896,782	19,508	-7.4%	Shares	Sole	2026-04-20
2025-12-31	$1,036,657	21,066	-6.6%	Shares	Sole	2026-01-13
2025-09-30	$1,031,488	22,561	-9.3%	Shares	Sole	2025-10-15
2025-06-30	$1,069,075	24,868	-51.0%	Shares	Sole	2025-07-10
2025-03-31	$2,090,461	50,801	-10.1%	Shares	Sole	2025-04-10
2024-12-31	$2,452,358	56,532	-2.9%	Shares	Sole	2025-01-15
2024-09-30	$2,490,539	58,231	-6.1%	Shares	Sole	2024-11-14
2024-06-30	$2,408,700	62,000	-2.5%	Shares	Sole	2024-07-10
2024-03-31	$2,479,439	63,608	-3.4%	Shares	Sole	2024-04-10
2023-12-31	$2,429,852	65,814	+2.3%	Shares	Sole	2024-01-10
2023-09-30	$1,841,253	64,357	+1.6%	Shares	Sole	2023-10-10
2023-06-30	$1,922,702	63,351	+0.2%	Shares	Sole	2023-07-13
2023-03-31	$2,157,029	63,256	+0.6%	Shares	Sole	2023-04-20
2022-12-31	$2,706,845	62,906	+4.3%	Shares	Sole	2023-01-11
2022-09-30	$2,625,984	60,312	-0.4%	Shares	Sole	2022-10-19
2022-06-30	$2,871,696	60,546	+1.2%	Shares	Sole	2022-07-11
2022-03-31	$3,391,453	59,814	+4.0%	Shares	Sole	2022-04-13
2021-12-31	$3,368,264	57,528	-0.1%	Shares	Sole	2022-01-14
2021-09-30	$3,375,952	57,561	+10.9%	Shares	Sole	2021-10-14
2021-06-30	$2,880,117	51,894	+0.0%	Shares	Sole	2021-07-12
2021-03-31	$3,026,108	51,888	-1.0%	Shares	Sole	2021-04-12
2020-12-31	$2,513,161	52,434	+0.5%	Shares	Sole	2021-01-11
2020-09-30	$1,985,410	52,179	+2.3%	Shares	Sole	2020-10-09
2020-06-30	$1,915,012	50,999	+5.7%	Shares	Sole	2020-07-08
2020-03-31	$1,488,215	48,256	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.