Kingsview Wealth Management, LLC

Position in TFC — Truist Financial Corp

CIK 1791965 GRANTS PASS, OR

Position in TFC

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$7,898,611

-$449,668 QoQ

Shares Held

171,821

+1.3% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Kingsview Wealth Management, LLC holds $26,390,431 across 21 Banks - Regional names. TFC ranks #1 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	171,821	$7,898,611
2	PNC	Pnc Financial Services Group, Inc.	19,864	$4,133,499
3	RF	Regions Financial Corp	122,896	$3,210,043
4	USB	US Bancorp De	49,927	$2,596,703
5	FITB	Fifth Third Bancorp	33,488	$1,555,852
6	UBSI	United Bankshares Inc/Wv	25,141	$1,041,340
7	FFIN	First Financial Bankshares Inc	27,492	$809,639
8	CARE	Carter Bankshares, Inc.	32,097	$748,502

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,898,611	171,821	+1.3%	Shares	Sole	2026-05-12
2025-12-31	$8,348,279	169,646	+2.0%	Shares	Sole	2026-02-09
2025-09-30	$7,604,836	166,335	+3.5%	Shares	Sole	2025-11-12
2025-06-30	$6,911,373	160,767	+4.0%	Shares	Sole	2025-08-08
2025-03-31	$6,359,362	154,541	-0.5%	Shares	Sole	2025-05-02
2024-12-31	$6,736,436	155,289	+0.6%	Shares	Sole	2025-01-28
2024-09-30	$6,601,207	154,342	+2.3%	Shares	Sole	2024-11-12
2024-06-30	$5,860,561	150,851	+101.5%	Shares	Sole	2024-08-14
2024-03-31	$2,917,497	74,846	+9.7%	Shares	Sole	2024-05-09
2023-12-31	$2,518,165	68,206	-10.4%	Shares	Sole	2024-02-08
2023-09-30	$2,178,136	76,132	-24.6%	Shares	Sole	2023-11-07
2023-06-30	$3,062,952	100,921	-38.5%	Shares	Sole	2023-08-10
2023-03-31	$5,591,956	163,987	+21.9%	Shares	Sole	2023-05-15
2022-12-31	$5,788,137	134,514	+0.1%	Shares	Sole	2023-02-13
2022-09-30	$5,849,990	134,359	+32.8%	Shares	Sole	2022-11-15
2022-06-30	$4,799,441	101,190	+27.2%	Shares	Sole	2022-08-16
2022-03-31	$4,511,902	79,575	-7.9%	Shares	Sole	2024-02-08
2021-12-31	$5,059,071	86,406	-18.0%	Shares	Sole	2022-02-17
2021-09-30	$6,181,299	105,393	-0.7%	Shares	Sole	2021-12-03
2021-06-30	$5,888,827	106,105	-1.1%	Shares	Sole	2021-08-17
2021-03-31	$6,256,394	107,277	+22.5%	Shares	Sole	2021-05-24
2020-12-31	$4,197,661	87,579	+0.7%	Shares	Sole	2021-02-16
2020-09-30	$3,308,751	86,958	-0.1%	Shares	Sole	2020-11-19
2020-06-30	$3,269,741	87,077	+0.9%	Shares	Sole	2020-08-14
2020-03-31	$2,660,289	86,261	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.