Successful Portfolios LLC

Position in TFC — Truist Financial Corp

CIK 1721780 CLEARWATER, FL

Position in TFC

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$510,306

+$37,505 QoQ

Shares Held

10,243

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#989

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

Successful Portfolios LLC holds $1,071,513 across 3 Banks - Regional names. TFC ranks #1 (47.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	10,243	$510,306
2	MTB	M&T Bank Corp	1,204	$286,564
3	VLY	Valley National Bancorp	18,747	$274,643

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$510,306	10,243	-0.4%	Shares	Sole	2026-07-14
2026-03-31	$472,801	10,285	+0.2%	Shares	Sole	2026-04-13
2025-12-31	$505,091	10,264	-0.9%	Shares	Sole	2026-01-23
2025-09-30	$473,522	10,357	+0.6%	Shares	Sole	2025-10-15
2025-06-30	$442,539	10,294	-0.6%	Shares	Sole	2025-07-21
2025-03-31	$426,355	10,361	+0.1%	Shares	Sole	2025-04-11
2024-12-31	$449,156	10,354	+0.1%	Shares	Sole	2025-01-16
2024-09-30	$442,583	10,348	+0.1%	Shares	Sole	2024-10-09
2024-06-30	$401,747	10,341	+0.1%	Shares	Sole	2024-07-12
2024-03-31	$402,819	10,334	+0.0%	Shares	Sole	2024-04-18
2023-12-31	$381,346	10,329	+0.1%	Shares	Sole	2024-01-18
2023-09-30	$295,312	10,322	+5.3%	Shares	Sole	2023-10-11
2023-06-30	$297,551	9,804	-20.2%	Shares	Sole	2023-07-20
2023-03-31	$418,748	12,280	-0.8%	Shares	Sole	2023-04-24
2022-12-31	$532,711	12,380	0.0%	Shares	Sole	2023-01-27
2022-09-30	$539,025	12,380	0.0%	Shares	Sole	2022-10-12
2022-06-30	$587,183	12,380	0.0%	Shares	Sole	2022-07-22
2022-03-31	$701,946	12,380	0.0%	Shares	Sole	2022-04-21
2021-12-31	$724,849	12,380	+1.2%	Shares	Sole	2022-01-26
2021-09-30	$717,582	12,235	+73.0%	Shares	Sole	2021-10-14
2021-06-30	$392,440	7,071	-0.4%	Shares	Sole	2021-07-23
2021-03-31	$413,838	7,096	+0.5%	Shares	Sole	2021-04-20
2020-12-31	$338,289	7,058	-4.6%	Shares	Sole	2021-02-02
2020-09-30	$281,570	7,400	+0.7%	Shares	Sole	2020-10-13
2020-06-30	$275,992	7,350	0.0%	Shares	Sole	2020-07-13
2020-03-31	$226,674	7,350	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.