Cranbrook Wealth Management, LLC
Position in TFC — Truist Financial Corp
CIK 1599084
Bloomfield Hills, MI
Position in TFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$121,062
+$9,355 QoQ
Shares Held
2,430
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,420
of 1,685 holders
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cranbrook Wealth Management, LLC holds $662,953 across 7 Banks - Regional names. TFC ranks #3 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRME |
First Merchants Corp
|
7,707 | $336,718 | |
| 2 | FITB |
Fifth Third Bancorp
|
2,209 | $124,521 | |
| 3 | TFC |
Truist Financial Corp
This page
|
2,430 | $121,062 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
3,505 | $62,143 | |
| 5 | COFS |
Choiceone Financial Services Inc
|
434 | $14,756 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
9 | $2,215 | |
| 7 | IBN |
Icici Bank Ltd
|
53 | $1,538 |
All Filings in TFC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,062 | 2,430 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $111,707 | 2,430 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $119,580 | 2,430 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $111,099 | 2,430 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $104,465 | 2,430 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $99,994 | 2,430 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $105,413 | 2,430 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $103,931 | 2,430 | Shares | Sole | 2024-10-15 | |
| 2022-03-31 | $16,726 | 295 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $17,272 | 295 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $24,984 | 426 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $20,479 | 369 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $23,619 | 405 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||