Circle Wealth Management, LLC

Position in TFC — Truist Financial Corp

CIK 1578242 SUMMIT, NJ

Position in TFC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$200,525

-$26,445 QoQ

Shares Held

4,025

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,382

of 1,681 holders

Holding Since

Sep 2021

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Circle Wealth Management, LLC holds $2,529,520 across 4 Banks - Regional names. TFC ranks #4 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NU	Nu Holdings Ltd.	85,491	$1,142,159
2	WBS	Webster Financial Corp	9,470	$723,697
3	PNC	Pnc Financial Services Group, Inc.	1,881	$463,139
4	TFC	Truist Financial Corp This page	4,025	$200,525

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,525	4,025	+0.5%	Shares	Sole	2026-08-12
2022-03-31	$226,970	4,003	+0.6%	Shares	Sole	2022-05-16
2021-12-31	$232,970	3,979	+15.0%	Shares	Sole	2022-02-14
2021-09-30	$202,870	3,459	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.