IBEX WEALTH ADVISORS

Position in TFC — Truist Financial Corp

CIK 1686242 BEDMINSTER, NJ

Position in TFC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$9,898,636

+$996,408 QoQ

Shares Held

198,688

+2.6% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#278

of 1,685 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $11,619,814 across 5 Banks - Regional names. TFC ranks #1 (85.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	198,688	$9,898,636
2	MTB	M&T Bank Corp	2,871	$683,326
3	FITB	Fifth Third Bancorp	11,831	$666,913
4	CFG	Citizens Financial Group Inc/Ri	2,999	$210,139
5	BCBP	Bcb Bancorp Inc	15,000	$160,800

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,898,636	198,688	+2.6%	Shares	Sole	2026-07-27
2026-03-31	$8,902,228	193,653	+6.1%	Shares	Sole	2026-04-30
2025-12-31	$8,977,773	182,438	+0.2%	Shares	Sole	2026-02-17
2025-09-30	$8,327,806	182,148	+0.9%	Shares	Sole	2025-11-12
2025-06-30	$7,760,898	180,528	+2.1%	Shares	Sole	2025-08-07
2025-03-31	$7,273,756	176,762	+0.6%	Shares	Sole	2025-04-15
2024-12-31	$7,625,379	175,781	+842.2%	Shares	Sole	2025-01-23
2024-09-30	$797,917	18,656	-83.8%	Shares	Sole	2024-11-04
2024-06-30	$4,463,476	114,890	+124780.4%	Shares	Sole	2024-08-06
2023-12-31	$3,396	92	-99.9%	Shares	Sole	2024-01-29
2023-03-31	$2,625,018	76,980	-21.7%	Shares	Sole	2023-05-15
2021-09-30	$5,764,356	98,284	+4.0%	Shares	Sole	2021-11-12
2021-06-30	$5,245,527	94,514	—	Shares	Sole	2021-08-20
No filing history on record for this holder in this stock.