Lantz Financial LLC

Position in TFC — Truist Financial Corp

CIK 1766883 NAPERVILLE, IL

Position in TFC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$240,929

-$170,686 QoQ

Shares Held

4,836

-46.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,299

of 1,678 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lantz Financial LLC holds $4,598,902 across 5 Banks - Regional names. TFC ranks #5 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	48,919	$2,954,707
2	PNC	Pnc Financial Services Group, Inc.	2,295	$565,074
3	ONB	Old National Bancorp /In/	20,292	$525,562
4	RF	Regions Financial Corp	10,352	$312,630
5	TFC	Truist Financial Corp This page	4,836	$240,929

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,929	4,836	-46.0%	Shares	Sole	2026-07-09
2026-03-31	$411,615	8,954	+3.7%	Shares	Sole	2026-04-09
2025-12-31	$424,977	8,636	+7.1%	Shares	Sole	2026-01-14
2025-09-30	$368,686	8,064	+25.2%	Shares	Sole	2025-11-06
2025-06-30	$276,898	6,441	+5.6%	Shares	Sole	2025-07-11
2025-03-31	$250,932	6,098	+3.1%	Shares	Sole	2025-04-08
2024-12-31	$256,636	5,916	+3.2%	Shares	Sole	2025-01-21
2024-09-30	$245,157	5,732	+1.3%	Shares	Sole	2024-10-15
2024-03-31	$220,587	5,659	—	Shares	Sole	2024-04-10
No filing history on record for this holder in this stock.