WADDELL & ASSOCIATES, LLC

Position in TFC — Truist Financial Corp

CIK 1776757 MEMPHIS, TN

Position in TFC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$362,739

+$44,489 QoQ

Shares Held

7,281

+5.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,138

of 1,678 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $9,385,785 across 15 Banks - Regional names. TFC ranks #11 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	6,470	$1,593,043
2	RF	Regions Financial Corp	40,591	$1,225,848
3	PNFP	Pinnacle Financial Partners, Inc.	7,935	$800,482
4	CBSH	Commerce Bancshares Inc /Mo/	12,508	$722,337
5	CFG	Citizens Financial Group Inc/Ri	9,696	$679,398
6	USB	US Bancorp De	10,771	$650,568
7	WAL	Western Alliance Bancorporation	7,804	$641,488
8	PB	Prosperity Bancshares Inc	8,162	$596,070

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$362,739	7,281	+5.2%	Shares	Sole	2026-07-15
2026-03-31	$318,250	6,923	-6.9%	Shares	Sole	2026-05-11
2025-12-31	$365,777	7,433	+0.3%	Shares	Sole	2026-02-11
2025-09-30	$338,739	7,409	+3.9%	Shares	Sole	2025-11-10
2025-06-30	$306,690	7,134	+23.0%	Shares	Sole	2025-08-12
2025-03-31	$238,711	5,801	+0.5%	Shares	Sole	2025-05-14
2024-12-31	$250,519	5,775	+0.4%	Shares	Sole	2025-05-14
2024-09-30	$245,970	5,751	-88.6%	Shares	Sole	2024-11-12
2023-09-30	$1,442,487	50,419	+1.6%	Shares	Sole	2023-11-07
2023-06-30	$1,506,452	49,636	+0.3%	Shares	Sole	2023-08-07
2023-03-31	$1,687,540	49,488	+0.9%	Shares	Sole	2023-05-10
2022-12-31	$2,110,105	49,038	+0.5%	Shares	Sole	2023-02-10
2022-09-30	$2,124,098	48,785	-3.9%	Shares	Sole	2022-11-02
2022-06-30	$2,407,689	50,763	+1.0%	Shares	Sole	2022-07-27
2022-03-31	$2,851,046	50,283	—	Shares	Sole	2022-04-21
No filing history on record for this holder in this stock.