Castleview Partners, LLC

Position in TFC — Truist Financial Corp

CIK 1737088 DALLAS, TX

Position in TFC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$583,890

+$149,842 QoQ

Shares Held

11,720

+24.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#946

of 1,681 holders

Holding Since

Jun 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Castleview Partners, LLC holds $1,105,537 across 2 Banks - Regional names. TFC ranks #1 (52.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TFC	Truist Financial Corp This page	11,720	$583,890
2	FITB	Fifth Third Bancorp	9,254	$521,647

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$583,890	11,720	+24.1%	Shares	Sole	2026-07-20
2026-03-31	$434,048	9,442	-4.1%	Shares	Sole	2026-05-01
2025-12-31	$484,669	9,849	+42.7%	Shares	Sole	2026-01-12
2025-09-30	$315,605	6,903	+13.8%	Shares	Sole	2025-10-10
2025-06-30	$260,777	6,066	+7.0%	Shares	Sole	2025-07-16
2025-03-31	$233,197	5,667	+0.1%	Shares	Sole	2025-04-22
2024-12-31	$245,487	5,659	+10.4%	Shares	Sole	2025-01-21
2024-09-30	$219,324	5,128	+1.4%	Shares	Sole	2024-10-21
2024-06-30	$196,542	5,059	-10.0%	Shares	Sole	2024-07-31
2024-03-31	$219,028	5,619	+30.6%	Shares	Sole	2024-05-10
2023-12-31	$158,866	4,303	+28.9%	Shares	Sole	2024-02-05
2023-09-30	$95,471	3,337	+2428.0%	Shares	Sole	2023-10-26
2023-06-30	$4,006	132	0.0%	Shares	Sole	2023-08-15
2023-03-31	$4,501	132	0.0%	Shares	Sole	2023-05-16
2022-12-31	$5,679	132	0.0%	Shares	Sole	2023-02-01
2022-09-30	$5,747	132	+13100.0%	Shares	Sole	2022-11-10
2022-06-30	$47	1	-99.2%	Shares	Sole	2022-08-17
2022-03-31	$7,484	132	+30.7%	Shares	Sole	2022-05-16
2021-06-30	$5,605	101	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.