Legacy Capital Wealth Partners, LLC

Position in TFC — Truist Financial Corp

CIK 1766228 LITTLE ROCK, AR

Position in TFC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$449,924

-$348,850 QoQ

Shares Held

9,031

-48.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,046

of 1,681 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Capital Wealth Partners, LLC holds $6,963,803 across 8 Banks - Regional names. TFC ranks #5 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OZK	Bank OZK	61,874	$3,223,016
2	USB	US Bancorp \De\	16,397	$990,378
3	PNC	Pnc Financial Services Group, Inc.	3,766	$927,264
4	HOMB	Home Bancshares Inc	23,553	$672,438
5	TFC	Truist Financial Corp This page	9,031	$449,924
6	SSB	SouthState Bank Corp	2,555	$255,244
7	AUB	Atlantic Union Bankshares Corp	5,269	$222,931
8	SBCF	Seacoast Banking Corp Of Florida	6,695	$222,608

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$449,924	9,031	-48.0%	Shares	Sole	2026-08-12
2026-03-31	$798,774	17,376	-1.1%	Shares	Sole	2026-05-15
2025-12-31	$864,472	17,567	-0.7%	Shares	Sole	2026-01-16
2025-09-30	$808,421	17,682	-1.1%	Shares	Sole	2025-11-13
2025-06-30	$768,919	17,886	-3.3%	Shares	Sole	2025-08-13
2025-03-31	$761,028	18,494	-7.5%	Shares	Sole	2025-05-02
2024-12-31	$867,730	20,003	-52.4%	Shares	Sole	2025-01-30
2024-09-30	$1,795,655	41,984	+93.8%	Shares	Sole	2024-11-04
2024-06-30	$841,724	21,666	-2.9%	Shares	Sole	2024-08-02
2023-12-31	$823,500	22,305	+0.9%	Shares	Sole	2024-02-05
2023-09-30	$632,452	22,106	+37.8%	Shares	Sole	2023-10-16
2023-03-31	$547,066	16,043	+85.8%	Shares	Sole	2023-05-10
2021-03-31	$503,651	8,636	+7.0%	Shares	Sole	2021-05-14
2020-12-31	$386,938	8,073	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.