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NorthRock Partners, LLC

Position in TFC — Truist Financial Corp

CIK 1632097 MINNEAPOLIS, MN

Position in TFC

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$202,667
-$12,288 QoQ
Shares Held
4,068
-13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,376
of 1,678 holders
Holding Since
Sep 2020
24 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, 2026

NorthRock Partners, LLC holds $9,157,344 across 13 Banks - Regional names. TFC ranks #13 (2.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in TFC

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24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $202,667 4,068
2026-03-31 $214,955 4,676
2025-12-31 $229,417 4,662
2025-09-30 $749,122 16,385
2025-06-30 $646,483 15,038
2025-03-31 $475,241 11,549
2024-12-31 $562,334 12,963
2024-09-30 $549,637 12,851
2024-06-30 $465,500 11,982
2024-03-31 $423,790 10,872
2023-12-31 $427,939 11,591
2023-09-30 $269,477 9,419
2023-06-30 $234,393 7,723
2023-03-31 $367,836 10,787
2022-12-31 $483,571 11,238
2022-09-30 $544,380 12,503
2022-06-30 $605,586 12,768
2022-03-31 $722,811 12,748
2021-12-31 $736,617 12,581
2021-09-30 $608,083 10,368
2021-06-30 $493,672 8,895
2021-03-31 $489,596 8,395
2020-12-31 $323,958 6,759
2020-09-30 $255,391 6,712