Cypress Wealth Services, LLC

Position in TFC — Truist Financial Corp

CIK 1721527 PALM DESERT, CA

Position in TFC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$532,725

+$32,572 QoQ

Shares Held

10,693

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#339

of 659 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cypress Wealth Services, LLC holds $3,586,308 across 5 Banks - Regional names. TFC ranks #4 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WABC	Westamerica Bancorporation	16,613	$974,684
2	PRK	Park National Corp /Oh/	5,250	$960,697
3	USB	US Bancorp De	9,954	$601,221
4	TFC	Truist Financial Corp This page	10,693	$532,725
5	LYG	Lloyds Banking Group plc	88,676	$516,981

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$532,725	10,693	-1.7%	Shares	Sole	2026-07-13
2026-03-31	$500,153	10,880	-7.3%	Shares	Sole	2026-04-15
2025-12-31	$577,430	11,734	+38.6%	Shares	Sole	2026-01-14
2025-09-30	$387,065	8,466	+0.2%	Shares	Sole	2025-10-15
2025-06-30	$363,093	8,446	+1.3%	Shares	Sole	2025-07-28
2025-03-31	$343,232	8,341	+0.2%	Shares	Sole	2025-04-10
2024-12-31	$361,008	8,322	-1.1%	Shares	Sole	2025-01-15
2024-09-30	$359,952	8,416	+2.7%	Shares	Sole	2024-10-09
2024-06-30	$318,453	8,197	-3.0%	Shares	Sole	2024-07-12
2024-03-31	$329,381	8,450	+1.6%	Shares	Sole	2024-04-16
2023-12-31	$306,989	8,315	-9.4%	Shares	Sole	2024-01-11
2023-09-30	$262,496	9,175	0.0%	Shares	Sole	2023-10-13
2023-06-30	$278,461	9,175	+19.5%	Shares	Sole	2023-07-21
2023-03-31	$261,751	7,676	-7.9%	Shares	Sole	2023-04-07
2022-12-31	$358,439	8,330	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.