RITHOLTZ WEALTH MANAGEMENT

Position in TFC — Truist Financial Corp

CIK 1698218 NEW YORK, NY

Position in TFC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,363,610

-$619,797 QoQ

Shares Held

47,443

-26.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#523

of 1,681 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

RITHOLTZ WEALTH MANAGEMENT holds $113,537,310 across 67 Banks - Regional names. TFC ranks #13 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	165,556	$9,999,582
2	BPOP	Popular, Inc.	59,321	$9,739,321
3	PNC	Pnc Financial Services Group, Inc.	33,745	$8,308,693
4	NWG	NatWest Group plc	435,479	$7,677,494
5	LYG	Lloyds Banking Group plc	1,095,240	$6,385,249
6	KB	KB Financial Group Inc.	55,107	$5,784,030
7	DB	Deutsche Bank Aktiengesellschaft	164,407	$5,550,380
8	SHG	Shinhan Financial Group Co Ltd	86,477	$5,469,670

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,363,610	47,443	-26.9%	Shares	Sole	2026-08-11
2026-03-31	$2,983,407	64,899	+41.9%	Shares	Sole	2026-04-20
2025-12-31	$2,251,308	45,749	+91.9%	Shares	Sole	2026-01-23
2025-09-30	$1,090,239	23,846	+169.1%	Shares	Sole	2025-10-28
2025-06-30	$380,891	8,860	+31.5%	Shares	Sole	2025-07-28
2025-03-31	$277,268	6,738	+19.7%	Shares	Sole	2025-04-17
2024-12-31	$244,142	5,628	-54.2%	Shares	Sole	2025-01-15
2022-09-30	$535,324	12,295	+166.0%	Shares	Sole	2022-10-19
2022-06-30	$219,268	4,623	-33.3%	Shares	Sole	2022-07-15
2022-03-31	$392,931	6,930	+30.4%	Shares	Sole	2022-04-14
2021-12-31	$311,076	5,313	+10.9%	Shares	Sole	2022-01-18
2021-09-30	$280,874	4,789	+17.6%	Shares	Sole	2021-10-14
2021-06-30	$226,107	4,074	+6.6%	Shares	Sole	2021-07-20
2021-03-31	$222,840	3,821	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.