HighPoint Advisor Group LLC

Position in TFC — Truist Financial Corp

CIK 1616034 DOWNERS GROVE, IL

Position in TFC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$223,392

+$17,263 QoQ

Shares Held

4,484

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,328

of 1,681 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HighPoint Advisor Group LLC holds $529,086 across 2 Banks - Regional names. TFC ranks #2 (42.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	FITB	Fifth Third Bancorp	5,423	$305,694
2	TFC	Truist Financial Corp This page	4,484	$223,392

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,392	4,484	0.0%	Shares	Sole	2026-08-05
2026-03-31	$206,129	4,484	0.0%	Shares	Sole	2026-05-14
2025-12-31	$220,657	4,484	-83.3%	Shares	Sole	2026-05-14
2025-09-30	$1,226,667	26,830	+11.0%	Shares	Sole	2025-11-05
2025-06-30	$1,039,154	24,172	-3.4%	Shares	Sole	2025-08-07
2025-03-31	$1,029,449	25,017	-9.6%	Shares	Sole	2025-05-05
2024-12-31	$1,200,454	27,673	+11.6%	Shares	Sole	2025-02-12
2024-09-30	$1,060,311	24,791	+10.7%	Shares	Sole	2024-11-04
2024-06-30	$1,007	22,404	+3.1%	Shares	Sole	2024-08-08
2024-03-31	$846,801	21,724	-5.6%	Shares	Sole	2024-05-14
2023-12-31	$849,381	23,006	+34.8%	Shares	Sole	2024-03-26
2022-06-30	$809,203	17,061	+55.1%	Shares	Sole	2022-08-15
2021-09-30	$645,267	11,002	+24.0%	Shares	Sole	2021-11-15
2021-06-30	$492,285	8,870	+40.3%	Shares	Sole	2021-07-29
2021-03-31	$368,699	6,322	-0.4%	Shares	Sole	2021-04-12
2020-12-31	$304,115	6,345	+31.6%	Shares	Sole	2021-02-10
2020-09-30	$183,515	4,823	—	Shares	Sole	2020-11-06
No filing history on record for this holder in this stock.