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West Branch Capital LLC

Position in TFC — Truist Financial Corp

CIK 1738723 AMHERST, MA

Position in TFC

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$348
+$27 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,676
of 1,681 holders
Holding Since
Sep 2024
8 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, 2026

West Branch Capital LLC holds $617,429 across 4 Banks - Regional names. TFC ranks #4 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 TFC
Truist Financial Corp
This page
7 $348

All Filings in TFC

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $348 7
2026-03-31 $321 7
2025-12-31 $344 7
2025-09-30 $320 7
2025-06-30 $300 7
2025-03-31 $288 7
2024-12-31 $303 7
2024-09-30 $299 7