Meridian Wealth Management, LLC

Position in TFC — Truist Financial Corp

CIK 1697300 LEXINGTON, KY

Position in TFC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,763,129

+$313,787 QoQ

Shares Held

35,390

+12.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#589

of 1,678 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 53% Shared 0% None 47%

Financial Services · as of Jun 30, 2026

Meridian Wealth Management, LLC holds $24,594,658 across 13 Banks - Regional names. TFC ranks #4 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYBT	Stock Yards Bancorp, Inc.	160,054	$12,239,329
2	CFG	Citizens Financial Group Inc/Ri	38,577	$2,703,090
3	FITB	Fifth Third Bancorp	35,148	$1,981,292
4	TFC	Truist Financial Corp This page	35,390	$1,763,129
5	PNC	Pnc Financial Services Group, Inc.	6,879	$1,693,747
6	CFR	Cullen/Frost Bankers, Inc.	5,427	$838,580
7	MTB	M&T Bank Corp	3,498	$832,558
8	RF	Regions Financial Corp	19,542	$590,168

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,763,129	35,390	+12.2%	Shares	Sole	2026-08-05
2026-03-31	$1,449,342	31,528	+7.3%	Shares	Sole	2026-05-06
2025-12-31	$1,445,740	29,379	+14.6%	Shares	Sole	2026-02-04
2025-09-30	$1,172,580	25,647	+14.4%	Shares	Sole	2025-11-04
2025-06-30	$963,921	22,422	-2.3%	Shares	Sole	2025-08-08
2025-03-31	$944,063	22,942	+5.1%	Shares	Sole	2025-05-12
2024-12-31	$947,332	21,838	+0.5%	Shares	Sole	2025-02-06
2024-09-30	$929,520	21,733	+1.3%	Shares	Sole	2024-11-12
2024-06-30	$833,449	21,453	-2.7%	Shares	Sole	2024-08-08
2023-12-31	$814,233	22,054	+9.7%	Shares	Sole	2024-02-08
2023-09-30	$575,118	20,102	-2.2%	Shares	Sole	2023-10-17
2023-06-30	$623,601	20,547	-8.7%	Shares	Sole	2023-08-02
2023-03-31	$767,727	22,514	-5.2%	Shares	Sole	2023-05-15
2022-12-31	$1,021,403	23,737	+30.0%	Shares	Sole	2023-02-14
2022-09-30	$795,301	18,266	-5.2%	Shares	Sole	2022-11-14
2022-06-30	$914,165	19,274	-17.2%	Shares	Sole	2022-08-05
2022-03-31	$1,319,522	23,272	-0.1%	Shares	Sole	2022-05-12
2021-12-31	$1,363,688	23,291	-0.4%	Shares	Other	2022-01-27
2021-09-30	$1,371,530	23,385	+5.3%	Shares	Sole	2021-10-15
2021-06-30	$1,232,877	22,214	+6.0%	Shares	Sole	2021-07-22
2021-03-31	$1,222,270	20,958	+5.4%	Shares	Sole	2021-05-07
2020-12-31	$952,848	19,880	+1.7%	Shares	Sole	2021-01-19
2020-09-30	$743,649	19,544	+69.4%	Shares	Sole	2020-10-09
2020-06-30	$433,289	11,539	-8.0%	Shares	Sole	2020-07-15
2020-03-31	$386,702	12,539	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.