Allworth Financial LP

Position in TFC — Truist Financial Corp

CIK 1555170 FOLSOM, CA

Position in TFC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$11,456,009

+$638,441 QoQ

Shares Held

229,948

-2.3% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#258

of 1,681 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Allworth Financial LP holds $72,648,702 across 269 Banks - Regional names. TFC ranks #1 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	229,948	$11,456,009
2	PNC	Pnc Financial Services Group, Inc.	29,556	$7,277,278
3	TCBK	Trico Bancshares /	129,979	$6,999,369
4	COLB	Columbia Banking System, Inc.	204,688	$6,560,250
5	USB	US Bancorp \De\	107,349	$6,483,879
6	MTB	M&T Bank Corp	24,699	$5,878,608
7	CBC	Central Bancompany, Inc.	162,310	$4,930,977
8	FITB	Fifth Third Bancorp	32,846	$1,851,529

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,456,009	229,948	-2.3%	Shares	Sole	2026-08-11
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.