Prestige Wealth Management Group LLC
Position in TFC — Truist Financial Corp
CIK 1772715
FLEMINGTON, NJ
Position in TFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,133
+$1,401 QoQ
Shares Held
364
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,555
of 1,681 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $513,950 across 41 Banks - Regional names. TFC ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
6,302 | $190,320 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
380 | $93,562 | |
| 3 | CHCO |
City Holding Co
|
314 | $41,648 | |
| 4 | VLY |
Valley National Bancorp
|
2,300 | $33,695 | |
| 5 | TFC |
Truist Financial Corp
This page
|
364 | $18,133 | |
| 6 | MTB |
M&T Bank Corp
|
63 | $14,994 | |
| 7 | USB |
US Bancorp \De\
|
243 | $14,677 | |
| 8 | FITB |
Fifth Third Bancorp
|
256 | $14,430 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,133 | 364 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $16,732 | 364 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $17,911 | 364 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $21,396 | 468 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $24,675 | 574 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $23,825 | 579 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $25,116 | 579 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $24,763 | 579 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $323,464 | 8,326 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $330,783 | 8,486 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $288,381 | 7,811 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $4,892 | 171 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $5,189 | 171 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $139,468 | 4,090 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $161,319 | 3,749 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $162,838 | 3,740 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $160,454 | 3,383 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $16,669 | 294 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $17,213 | 294 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $17,243 | 294 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $16,317 | 294 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $17,146 | 294 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $14,091 | 294 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $13,659 | 359 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $20,201 | 538 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $10,886 | 353 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||