Apollon Wealth Management, LLC
Position in TFC — Truist Financial Corp
CIK 1764387
MOUNT PLEASANT, SC
Position in TFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,190,622
+$449,845 QoQ
Shares Held
64,043
+7.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#106
of 599 holders
Holding Since
Jun 2020
21 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, 2026Apollon Wealth Management, LLC holds $38,962,049 across 38 Banks - Regional names. TFC ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
26,405 | $6,501,439 | |
| 2 | LOB |
Live Oak Bancshares, Inc.
|
117,466 | $4,797,311 | |
| 3 | TFC |
Truist Financial Corp
This page
|
64,043 | $3,190,622 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
33,038 | $2,314,972 | |
| 5 | USB |
US Bancorp De
|
37,377 | $2,257,570 | |
| 6 | FHN |
First Horizon Corp
|
64,480 | $1,653,267 | |
| 7 | FITB |
Fifth Third Bancorp
|
28,723 | $1,619,115 | |
| 8 | CAC |
Camden National Corp
|
28,460 | $1,543,101 |
All Filings in TFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,190,622 | 64,043 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,740,777 | 59,621 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,841,582 | 57,744 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,662,001 | 58,224 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,366,513 | 55,048 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,185,558 | 53,112 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,364,296 | 54,502 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,102,444 | 49,157 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,671,365 | 43,021 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,771,991 | 45,459 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,726,969 | 46,776 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,164,312 | 40,696 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,316,006 | 43,361 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $988,149 | 28,978 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $766,966 | 17,824 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $730,470 | 16,777 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $720,414 | 15,189 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $984,822 | 17,369 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,107,004 | 18,907 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $385,213 | 6,568 | Shares | Sole | 2021-11-15 | |
| 2020-06-30 | $10,701 | 285 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||