Sowell Financial Services LLC
Position in TFC — Truist Financial Corp
CIK 1633697
NORTH LITTLE ROCK, AR
Position in TFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$614,180
+$126,071 QoQ
Shares Held
12,328
+16.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#223
of 487 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sowell Financial Services LLC holds $11,712,702 across 19 Banks - Regional names. TFC ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
41,768 | $2,175,695 | |
| 2 | COLB |
Columbia Banking System, Inc.
|
62,697 | $2,009,438 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
11,278 | $1,137,724 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
4,538 | $1,117,346 | |
| 5 | USB |
US Bancorp \De\
|
16,125 | $973,950 | |
| 6 | TFC |
Truist Financial Corp
This page
|
12,328 | $614,180 | |
| 7 | RF |
Regions Financial Corp
|
17,156 | $518,111 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
5,978 | $418,878 |
All Filings in TFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,180 | 12,328 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $488,109 | 10,618 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $572,361 | 11,631 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $478,917 | 10,475 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $424,268 | 9,869 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $399,278 | 9,703 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $481,648 | 11,103 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $490,229 | 11,462 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $482,011 | 12,407 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $477,648 | 15,738 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $795,323 | 18,483 | Shares | Sole | 2023-02-09 | |
| 2021-03-31 | $571,361 | 9,797 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $321,418 | 6,706 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $269,622 | 7,086 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $940,852 | 25,056 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $368,723 | 11,956 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||