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Equibles

KESTRA PRIVATE WEALTH SERVICES, LLC

Position in TFC — Truist Financial Corp

CIK 1649451 AUSTIN, TX
Back to TFC Full portfolio

Position in TFC

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$5,027,087
+$572,181 QoQ
Shares Held
100,905
+4.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#371
of 1,689 holders
Holding Since
Sep 2020
24 quarters on record

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $40,638,321 across 34 Banks - Regional names. TFC ranks #2 (12.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 26,595 $6,548,220
2 TFC
Truist Financial Corp
This page 		100,905 $5,027,087
3 RF
Regions Financial Corp
 165,460 $4,996,892
4 HBAN
Huntington Bancshares Inc /Md/
 141,420 $2,507,376
5 HDB
Hdfc Bank Ltd
 72,892 $1,882,800
6 UBSI
United Bankshares Inc/Wv
 32,155 $1,473,663
7 RNST
Renasant Corp
 33,302 $1,416,667
8 ZION
Zions Bancorporation, National Association /Ut/
 19,376 $1,340,625

All Filings in TFC

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,027,087 100,905
2026-03-31 $4,454,906 96,909
2025-12-31 $4,579,925 93,069
2025-09-30 $4,477,771 97,939
2025-06-30 $3,965,440 92,241
2025-03-31 $3,533,838 85,877
2024-12-31 $3,527,835 81,324
2024-09-30 $3,276,139 76,599
2024-06-30 $2,865,537 73,759
2024-03-31 $2,703,925 69,367
2023-12-31 $2,743,488 74,309
2023-09-30 $2,302,904 80,493
2023-06-30 $2,398,621 79,032
2023-03-31 $2,685,954 78,767
2022-12-31 $2,571,386 59,758
2022-09-30 $1,681,558 38,621
2022-06-30 $1,810,592 38,174
2022-03-31 $1,875,806 33,083
2021-12-31 $2,066,815 35,300
2021-09-30 $1,797,153 30,642
2021-06-30 $1,362,525 24,550
2021-03-31 $1,490,134 25,551
2020-12-31 $1,216,655 25,384
2020-09-30 $980,967 25,781