Perigon Wealth Management, LLC
Position in TFC — Truist Financial Corp
CIK 1575239
SAN FRANCISCO, CA
Position in TFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$800,856
+$62,348 QoQ
Shares Held
16,075
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#806
of 1,656 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $23,435,476 across 32 Banks - Regional names. TFC ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
105,629 | $3,189,995 | |
| 2 | FITB |
Fifth Third Bancorp
|
55,876 | $3,149,730 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
10,107 | $2,488,545 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
25,118 | $1,737,914 | |
| 5 | BMRC |
Bank of Marin Bancorp
|
60,887 | $1,686,569 | |
| 6 | USB |
US Bancorp De
|
23,174 | $1,399,709 | |
| 7 | BOH |
Bank Of Hawaii Corp
|
16,090 | $1,311,174 | |
| 8 | TFC |
Truist Financial Corp
This page
|
16,075 | $800,856 |
All Filings in TFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $800,856 | 16,075 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $738,508 | 16,065 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $806,896 | 16,397 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $520,933 | 11,394 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $443,398 | 10,314 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $439,934 | 10,691 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $470,065 | 10,836 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $392,414 | 9,175 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $347,435 | 8,943 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $362,436 | 9,298 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $309,832 | 8,392 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $222,213 | 7,767 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $253,908 | 8,366 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $299,602 | 8,786 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $348,112 | 8,090 | Shares | Sole | 2023-05-01 | |
| 2022-06-30 | $241,750 | 5,097 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $229,124 | 4,041 | Shares | Sole | 2022-05-16 | |
| 2020-12-31 | $46,060 | 961 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||