Patriot Financial Group Insurance Agency, LLC

Insurance

Position in TFC — Truist Financial Corp

CIK 1694883 Westborough, MA

Position in TFC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,044,725

-$1,433,149 QoQ

Shares Held

20,970

-61.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#727

of 1,678 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,702,539 across 4 Banks - Regional names. TFC ranks #2 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LYG	Lloyds Banking Group plc	215,474	$1,256,213
2	TFC	Truist Financial Corp This page	20,970	$1,044,725
3	MTB	M&T Bank Corp	3,675	$874,686
4	WBS	Webster Financial Corp	6,895	$526,915

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,044,725	20,970	-61.1%	Shares	Sole	2026-07-16
2026-03-31	$2,477,874	53,902	+115.7%	Shares	Sole	2026-04-22
2025-12-31	$1,229,462	24,984	+6.8%	Shares	Sole	2026-01-26
2025-09-30	$1,069,573	23,394	-5.2%	Shares	Sole	2025-10-08
2025-06-30	$1,060,735	24,674	+52.1%	Shares	Sole	2025-07-21
2025-03-31	$667,370	16,218	+2.5%	Shares	Sole	2025-04-14
2024-12-31	$686,445	15,824	+5.0%	Shares	Sole	2025-01-22
2024-09-30	$644,714	15,074	+5.1%	Shares	Sole	2024-10-24
2024-06-30	$557,070	14,339	+2.0%	Shares	Sole	2024-07-26
2024-03-31	$548,214	14,064	+7.4%	Shares	Sole	2024-04-30
2023-12-31	$483,652	13,100	-0.9%	Shares	Sole	2024-01-19
2023-09-30	$378,367	13,225	+3.9%	Shares	Sole	2023-10-19
2023-06-30	$386,203	12,725	-7.8%	Shares	Sole	2023-07-17
2023-03-31	$470,614	13,801	+21.1%	Shares	Sole	2023-04-20
2022-12-31	$490,542	11,400	+97.4%	Shares	Sole	2023-01-17
2022-09-30	$251,443	5,775	-2.4%	Shares	Sole	2022-11-01
2022-06-30	$280,643	5,917	+22.9%	Shares	Sole	2022-07-29
2022-03-31	$273,067	4,816	-1.4%	Shares	Sole	2022-05-11
2021-12-31	$285,899	4,883	-13.7%	Shares	Sole	2022-01-10
2021-09-30	$331,724	5,656	+14.2%	Shares	Sole	2021-11-24
2021-06-30	$274,780	4,951	+25.1%	Shares	Sole	2021-07-30
2021-03-31	$230,888	3,959	-1.1%	Shares	Sole	2021-04-29
2020-12-31	$191,959	4,005	+70.7%	Shares	Sole	2021-01-15
2020-09-30	$89,265	2,346	+6.6%	Shares	Sole	2020-10-21
2020-06-30	$82,647	2,201	-8.0%	Shares	Sole	2020-07-10
2020-03-31	$73,769	2,392	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.