Quadrant Private Wealth Management, LLC
Position in TFC — Truist Financial Corp
CIK 1727454
Center Valley, PA
Position in TFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$441,704
+$25,998 QoQ
Shares Held
8,866
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,057
of 1,681 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Quadrant Private Wealth Management, LLC holds $3,529,961 across 5 Banks - Regional names. TFC ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TCBI |
Texas Capital Bancshares Inc/Tx
|
20,044 | $2,069,743 | |
| 2 | PFS |
Provident Financial Services Inc
|
20,028 | $473,461 | |
| 3 | TFC |
Truist Financial Corp
This page
|
8,866 | $441,704 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
7,266 | $307,424 | |
| 5 | KB |
KB Financial Group Inc.
|
2,264 | $237,629 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,704 | 8,866 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $415,706 | 9,043 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $523,889 | 10,646 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $483,489 | 10,575 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $452,598 | 10,528 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $477,010 | 11,592 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $515,484 | 11,883 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $551,775 | 12,901 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $508,041 | 13,077 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $485,106 | 12,445 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $468,145 | 12,680 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $369,412 | 12,912 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $282,497 | 9,308 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $204,565 | 5,999 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $299,015 | 6,949 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $276,327 | 5,826 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $338,045 | 5,962 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $365,527 | 6,243 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $366,151 | 6,243 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $346,486 | 6,243 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $448,072 | 7,683 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $428,110 | 8,932 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $357,061 | 9,384 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $362,132 | 9,644 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $321,291 | 10,418 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||