Aegis Wealth Management LLC

Position in TFC — Truist Financial Corp

CIK 1628818 BETHESDA, MD

Position in TFC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$279,888

+$17,630 QoQ

Shares Held

5,618

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,229

of 1,678 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aegis Wealth Management LLC holds $1,398,126 across 4 Banks - Regional names. TFC ranks #4 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LYG	Lloyds Banking Group plc	70,528	$411,178
2	PNC	Pnc Financial Services Group, Inc.	1,442	$355,049
3	USB	US Bancorp De	5,828	$352,011
4	TFC	Truist Financial Corp This page	5,618	$279,888

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,888	5,618	-1.5%	Shares	Sole	2026-08-07
2026-03-31	$262,258	5,705	-1.6%	Shares	Sole	2026-04-23
2025-12-31	$285,368	5,799	-4.0%	Shares	Sole	2026-01-14
2025-09-30	$276,240	6,042	-17.0%	Shares	Sole	2025-11-06
2025-06-30	$312,795	7,276	0.0%	Shares	Sole	2025-08-07
2025-03-31	$299,407	7,276	-0.0%	Shares	Sole	2025-05-08
2024-12-31	$315,676	7,277	—	Shares	Sole	2025-03-07
No filing history on record for this holder in this stock.