WealthShield Partners, LLC

Position in TFC — Truist Financial Corp

CIK 1729303 CARY, NC

Position in TFC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,147,055

+$83,402 QoQ

Shares Held

23,024

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#703

of 1,681 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthShield Partners, LLC holds $2,094,689 across 3 Banks - Regional names. TFC ranks #1 (54.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	23,024	$1,147,055
2	FCNCA	First Citizens Bancshares Inc /De/	352	$732,438
3	PNC	Pnc Financial Services Group, Inc.	874	$215,196

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,147,055	23,024	-0.5%	Shares	Sole	2026-08-12
2026-03-31	$1,063,653	23,138	-11.4%	Shares	Sole	2026-05-01
2025-12-31	$1,285,512	26,123	+0.1%	Shares	Sole	2026-02-03
2025-09-30	$1,193,337	26,101	-0.6%	Shares	Sole	2025-10-31
2025-06-30	$1,128,917	26,260	-0.2%	Shares	Sole	2025-08-08
2025-03-31	$1,083,232	26,324	+2.8%	Shares	Sole	2025-05-09
2024-12-31	$1,110,918	25,609	-4.2%	Shares	Sole	2025-02-04
2024-09-30	$1,143,669	26,740	0.0%	Shares	Sole	2024-11-04
2024-06-30	$1,038,849	26,740	-12.8%	Shares	Sole	2024-07-26
2024-03-31	$1,194,775	30,651	-0.6%	Shares	Sole	2024-04-29
2023-12-31	$1,138,871	30,847	+0.1%	Shares	Sole	2024-01-23
2023-09-30	$881,502	30,811	+318.1%	Shares	Sole	2023-10-25
2023-06-30	$223,649	7,369	+19.9%	Shares	Sole	2023-08-03
2022-09-30	$267,553	6,145	-2.7%	Shares	Sole	2022-11-04
2022-06-30	$299,520	6,315	-1.5%	Shares	Sole	2022-08-11
2022-03-31	$363,390	6,409	-79.3%	Shares	Sole	2022-05-09
2021-12-31	$1,812,122	30,950	+0.5%	Shares	Sole	2022-02-10
2021-09-30	$1,805,657	30,787	-1.7%	Shares	Sole	2021-11-12
2021-06-30	$1,737,483	31,306	-0.3%	Shares	Sole	2021-08-06
2021-03-31	$1,830,898	31,394	-18.5%	Shares	Sole	2021-05-17
2020-12-31	$1,847,270	38,541	+14.1%	Shares	Sole	2021-02-16
2020-09-30	$1,285,100	33,774	-1.1%	Shares	Other	2020-10-30
2020-06-30	$1,281,994	34,141	+0.7%	Shares	Other	2020-08-13
2020-03-31	$1,045,969	33,916	—	Shares	Other	2020-05-12
No filing history on record for this holder in this stock.