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Equibles

Principle Wealth Partners LLC

Position in TFC — Truist Financial Corp

CIK 1743413 MADISON, CT
Back to TFC Full portfolio

Position in TFC

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$3,292,504
+$267,265 QoQ
Shares Held
66,088
+0.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#451
of 1,689 holders
Holding Since
Mar 2021
19 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

Principle Wealth Partners LLC holds $14,285,129 across 7 Banks - Regional names. TFC ranks #2 (23.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 23,716 $5,839,353
2 TFC
Truist Financial Corp
This page 		66,088 $3,292,504
3 USB
US Bancorp \De\
 34,218 $2,066,767
4 MTB
M&T Bank Corp
 6,043 $1,438,294
5 FULT
Fulton Financial Corp
 41,096 $994,112
6 WASH
Washington Trust Bancorp Inc
 11,494 $419,301
7 COLB
Columbia Banking System, Inc.
 7,326 $234,798

All Filings in TFC

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,292,504 66,088
2026-03-31 $3,025,239 65,809
2025-12-31 $3,114,993 63,300
2025-09-30 $2,870,438 62,783
2025-06-30 $2,710,347 63,046
2025-03-31 $2,657,261 64,575
2024-12-31 $2,800,526 64,558
2024-09-30 $2,844,718 66,512
2024-06-30 $2,477,814 63,779
2024-03-31 $2,485,793 63,771
2023-12-31 $2,333,823 63,213
2023-09-30 $1,595,551 55,769
2023-06-30 $446,145 14,700
2022-12-31 $203,144 4,721
2022-03-31 $232,129 4,094
2021-12-31 $239,703 4,094
2021-09-30 $225,802 3,850
2021-06-30 $213,675 3,850
2021-03-31 $224,532 3,850