Wagner Wealth Management, LLC

Position in TFC — Truist Financial Corp

CIK 1728657 GREENVILLE, SC

Position in TFC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$262,252

+$19,761 QoQ

Shares Held

5,264

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#410

of 599 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wagner Wealth Management, LLC holds $1,052,094 across 3 Banks - Regional names. TFC ranks #3 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SFST	Southern First Bancshares Inc	6,809	$416,029
2	UCB	United Community Banks Inc	10,653	$373,813
3	TFC	Truist Financial Corp This page	5,264	$262,252

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,252	5,264	-0.2%	Shares	Sole	2026-07-24
2026-03-31	$242,491	5,275	-0.2%	Shares	Sole	2026-04-24
2025-12-31	$259,976	5,283	-18.7%	Shares	Sole	2026-01-30
2025-09-30	$297,225	6,501	-1.8%	Shares	Sole	2025-10-21
2025-06-30	$284,722	6,623	-0.1%	Shares	Sole	2025-07-17
2025-03-31	$272,824	6,630	-0.4%	Shares	Sole	2025-04-18
2024-12-31	$288,824	6,658	-0.7%	Shares	Sole	2025-01-29
2024-09-30	$286,687	6,703	-14.7%	Shares	Sole	2024-10-11
2024-06-30	$305,361	7,860	+0.9%	Shares	Sole	2024-07-18
2024-03-31	$303,693	7,791	+0.3%	Shares	Sole	2024-04-23
2023-12-31	$286,794	7,768	-1.0%	Shares	Sole	2024-01-19
2023-09-30	$224,445	7,845	-2.5%	Shares	Sole	2023-10-18
2023-06-30	$244,165	8,045	+0.3%	Shares	Sole	2023-07-28
2023-03-31	$273,447	8,019	+0.2%	Shares	Sole	2023-05-17
2022-12-31	$344,283	8,001	+4.5%	Shares	Sole	2023-02-14
2022-09-30	$333,429	7,658	-1.2%	Shares	Sole	2022-11-14
2022-06-30	$367,724	7,753	+0.3%	Shares	Sole	2022-08-11
2022-03-31	$438,120	7,727	+0.2%	Shares	Sole	2022-05-16
2021-12-31	$451,713	7,715	+0.1%	Shares	Sole	2022-02-15
2021-09-30	$451,839	7,704	-1.3%	Shares	Sole	2021-11-15
2021-06-30	$433,066	7,803	+10.5%	Shares	Sole	2021-08-13
2021-03-31	$411,972	7,064	+4.2%	Shares	Sole	2021-05-17
2020-12-31	$324,965	6,780	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.