Selective Wealth Management, Inc.

Position in TFC — Truist Financial Corp

CIK 1755670 FOREST, VA

Position in TFC

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

Position Value

$364,532

+$30,790 QoQ

Shares Held

7,317

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,138

of 1,681 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Financial Services · as of Jun 30, 2026

Selective Wealth Management, Inc. holds $1,497,645 across 3 Banks - Regional names. TFC ranks #2 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JMSB	John Marshall Bancorp, Inc.	41,103	$896,045
2	TFC	Truist Financial Corp This page	7,317	$364,532
3	PNFP	Pinnacle Financial Partners, Inc.	2,350	$237,068

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,532	7,317	+0.8%	Shares	Sole	2026-07-20
2026-03-31	$333,742	7,260	0.0%	Shares	Sole	2026-04-30
2025-12-31	$357,264	7,260	-4.0%	Shares	Sole	2026-01-16
2025-09-30	$345,643	7,560	+2.6%	Shares	Sole	2025-10-10
2025-06-30	$316,836	7,370	+1.0%	Shares	Sole	2025-07-10
2025-03-31	$300,189	7,295	-14.6%	Shares	Sole	2025-04-14
2024-12-31	$370,682	8,545	0.0%	Shares	Sole	2025-01-15
2024-09-30	$365,469	8,545	0.0%	Shares	Sole	2024-10-09
2024-06-30	$331,973	8,545	0.0%	Shares	Sole	2024-07-10
2024-03-31	$333,084	8,545	+17.1%	Shares	Sole	2024-04-11
2023-12-31	$269,331	7,295	-9.4%	Shares	Sole	2024-01-05
2023-09-30	$230,253	8,048	-4.4%	Shares	Sole	2023-10-10
2023-06-30	$255,395	8,415	0.0%	Shares	Sole	2023-07-11
2022-12-31	$362,097	8,415	-57.4%	Shares	Sole	2023-01-23
2022-09-30	$860,132	19,755	+0.2%	Shares	Sole	2022-10-21
2022-06-30	$935,509	19,724	0.0%	Shares	Sole	2022-07-28
2022-03-31	$1,118,350	19,724	-4.3%	Shares	Sole	2022-04-20
2021-12-31	$1,207,125	20,617	-0.5%	Shares	Sole	2022-01-18
2021-09-30	$1,215,052	20,717	-0.6%	Shares	Sole	2021-10-27
2021-06-30	$1,156,564	20,839	-0.4%	Shares	Sole	2021-08-04
2021-03-31	$1,220,812	20,933	+40.2%	Shares	Sole	2021-04-09
2020-12-31	$715,738	14,933	+13.7%	Shares	Sole	2021-01-22
2020-09-30	$499,710	13,133	-2.6%	Shares	Sole	2020-10-21
2020-06-30	$506,286	13,483	+264.5%	Shares	Sole	2020-07-15
2020-03-31	$114,077	3,699	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.