Chicago Partners Investment Group LLC

Position in TFC — Truist Financial Corp

CIK 1563525 CHICAGO, IL

Position in TFC

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

Position Value

$486,741

+$50,716 QoQ

Shares Held

9,770

+3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,008

of 1,681 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 20% Shared 0% None 80%

Financial Services · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $27,571,147 across 35 Banks - Regional names. TFC ranks #20 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	12,085	$2,975,568
2	CFG	Citizens Financial Group Inc/Ri	27,861	$1,952,220
3	USB	US Bancorp De	25,829	$1,560,071
4	WAL	Western Alliance Bancorporation	18,558	$1,525,467
5	ZION	Zions Bancorporation, National Association /Ut/	19,700	$1,363,043
6	CBSH	Commerce Bancshares Inc /Mo/	20,865	$1,204,953
7	FRME	First Merchants Corp	26,101	$1,140,352
8	TMP	Tompkins Financial Corp	11,964	$1,130,837

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$486,741	9,770	+3.0%	Shares	Sole	2026-07-30
2026-03-31	$436,025	9,485	+13.0%	Shares	Sole	2026-05-04
2025-12-31	$413,117	8,395	+8.8%	Shares	Sole	2026-01-28
2025-09-30	$352,638	7,713	+1.8%	Shares	Sole	2025-10-30
2025-06-30	$325,692	7,576	-7.3%	Shares	Sole	2025-07-29
2025-03-31	$336,360	8,174	+55.1%	Shares	Sole	2025-05-09
2024-12-31	$228,612	5,270	+2.4%	Shares	Sole	2025-01-24
2024-09-30	$220,179	5,148	—	Shares	Sole	2024-10-29
No filing history on record for this holder in this stock.