Global Retirement Partners, LLC
PensionPosition in TFC — Truist Financial Corp
CIK 1749744
San Rafael, CA
Position in TFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,276,997
+$18,955 QoQ
Shares Held
85,849
-0.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#155
of 964 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $47,024,691 across 148 Banks - Regional names. TFC ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
21,048 | $5,182,438 | |
| 2 | USB |
US Bancorp De
|
77,669 | $4,691,207 | |
| 3 | TFC |
Truist Financial Corp
This page
|
85,849 | $4,276,997 | |
| 4 | STBA |
S&T Bancorp Inc
|
77,612 | $3,809,196 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
43,390 | $3,040,337 | |
| 6 | LYG |
Lloyds Banking Group plc
|
408,648 | $2,382,417 | |
| 7 | NWG |
NatWest Group plc
|
107,767 | $1,899,932 | |
| 8 | RF |
Regions Financial Corp
|
45,919 | $1,386,753 |
All Filings in TFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,276,997 | 85,849 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $4,258,042 | 86,528 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,978,200 | 65,140 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,493,377 | 57,999 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $2,430,104 | 56,019 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,377,969 | 55,599 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,096,384 | 53,961 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,574,012 | 40,380 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,357,806 | 36,777 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $961,009 | 33,590 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,185,440 | 39,059 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,227,600 | 36,000 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,287,973 | 29,932 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,392,670 | 31,986 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,442,014 | 30,403 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,668,170 | 29,421 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $1,445,253 | 24,642 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,333,776 | 24,032 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,314,299 | 22,536 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,041,566 | 21,731 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,380,187 | 36,273 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,339,220 | 35,665 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,065,213 | 34,540 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||