Allworth Financial LP

Position in TFC — Truist Financial Corp

CIK 1555170 FOLSOM, CA

Position in TFC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$10,817,568

-$1,068,368 QoQ

Shares Held

235,318

-2.6% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.23500114738354058.ToString("F0")% Shared 0.ToString("F0")% None 99.76499885261646.ToString("F0")%

Financial Services · as of Mar 31, 2026

Allworth Financial LP holds $68,849,562 across 281 Banks - Regional names. TFC ranks #2 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	55,192	$11,484,903
2	TFC	Truist Financial Corp This page	235,318	$10,817,568
3	USB	US Bancorp De	124,203	$6,459,798
4	TCBK	Trico Bancshares /	127,845	$6,077,751
5	COLB	Columbia Banking System, Inc.	208,115	$5,708,594
6	MTB	M&T Bank Corp	26,401	$5,457,614
7	CBC	Central Bancompany, Inc.	162,250	$3,885,887
8	FITB	Fifth Third Bancorp	42,414	$1,970,554

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,817,568	235,318	-2.6%	Shares	Sole	2026-05-15
2025-12-31	$11,885,936	241,535	-0.4%	Shares	Sole	2026-02-05
2025-09-30	$11,084,036	242,433	+1.5%	Shares	Sole	2025-12-02
2025-06-30	$10,264,507	238,765	+512.5%	Shares	Sole	2025-08-07
2025-03-31	$1,604,068	38,981	-7.0%	Shares	Sole	2025-04-30
2024-12-31	$1,818,749	41,926	-9.2%	Shares	Sole	2025-01-30
2024-09-30	$1,974,305	46,161	+4.5%	Shares	Sole	2024-10-23
2024-06-30	$1,716,820	44,191	+8.4%	Shares	Sole	2024-07-24
2024-03-31	$1,589,331	40,773	+8.7%	Shares	Sole	2024-04-25
2023-12-31	$1,384,351	37,496	+110.9%	Shares	Sole	2024-01-24
2023-09-30	$508,656	17,779	-26.0%	Shares	Sole	2023-10-31
2023-06-30	$729,127	24,024	+13.0%	Shares	Sole	2023-07-18
2023-03-31	$724,727	21,253	-7.4%	Shares	Sole	2023-04-18
2022-12-31	$987,408	22,947	+5.3%	Shares	Sole	2023-01-13
2022-09-30	$948,562	21,786	-2.3%	Shares	Sole	2022-11-14
2022-06-30	$1,057,546	22,297	+682.4%	Shares	Sole	2022-07-13
2022-03-31	$161,595	2,850	-20.3%	Shares	Sole	2022-04-22
2021-12-31	$209,491	3,578	+17.2%	Shares	Sole	2022-01-21
2021-09-30	$178,999	3,052	+70.0%	Shares	Sole	2021-11-02
2021-06-30	$99,622	1,795	+2.7%	Shares	Sole	2021-08-02
2021-03-31	$101,885	1,747	-2.7%	Shares	Sole	2021-04-29
2020-12-31	$86,082	1,796	+2.9%	Shares	Sole	2021-01-26
2020-09-30	$66,397	1,745	-7.5%	Shares	Sole	2020-11-03
2020-06-30	$70,819	1,886	-5.4%	Shares	Sole	2020-07-24
2020-03-31	$61,464	1,993	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.