BIP Wealth, LLC

Position in TFC — Truist Financial Corp

CIK 1590214 ATLANTA, GA

Position in TFC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,251,926

+$48,662 QoQ

Shares Held

25,129

-4.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#679

of 1,678 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BIP Wealth, LLC holds $10,319,595 across 10 Banks - Regional names. TFC ranks #4 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SSB	SouthState Bank Corp	31,455	$3,142,354
2	PNC	Pnc Financial Services Group, Inc.	5,581	$1,374,153
3	PNFP	Pinnacle Financial Partners, Inc.	13,572	$1,369,143
4	TFC	Truist Financial Corp This page	25,129	$1,251,926
5	ABCB	Ameris Bancorp	11,361	$1,025,443
6	UBSI	United Bankshares Inc/Wv	21,648	$992,127
7	RF	Regions Financial Corp	18,344	$553,988
8	TFIN	Triumph Financial, Inc.	4,030	$307,529

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,251,926	25,129	-4.0%	Shares	Sole	2026-08-03
2026-03-31	$1,203,264	26,175	-8.5%	Shares	Sole	2026-04-27
2025-12-31	$1,407,159	28,595	+28.9%	Shares	Sole	2026-01-21
2025-09-30	$1,014,206	22,183	+10.7%	Shares	Sole	2025-10-30
2025-06-30	$861,519	20,040	-2.1%	Shares	Sole	2025-07-31
2025-03-31	$841,929	20,460	-0.3%	Shares	Sole	2025-05-02
2024-12-31	$890,374	20,525	+142.2%	Shares	Sole	2025-02-14
2024-09-30	$362,390	8,473	0.0%	Shares	Sole	2024-11-07
2024-06-30	$329,176	8,473	0.0%	Shares	Sole	2024-08-08
2024-03-31	$330,277	8,473	-0.6%	Shares	Sole	2024-05-08
2023-12-31	$314,669	8,523	-6.7%	Shares	Sole	2024-02-02
2023-09-30	$261,409	9,137	-3.8%	Shares	Sole	2023-11-09
2023-06-30	$288,294	9,499	-14.4%	Shares	Sole	2023-07-27
2023-03-31	$378,407	11,097	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.