BCS Wealth Management

Position in TFC — Truist Financial Corp

CIK 1798172 JOHNSON CITY, TN

Position in TFC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,205,394

+$95,403 QoQ

Shares Held

24,195

+0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#690

of 1,678 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BCS Wealth Management holds $2,248,417 across 3 Banks - Regional names. TFC ranks #1 (53.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	24,195	$1,205,394
2	RF	Regions Financial Corp	18,466	$557,673
3	HOMB	Home Bancshares Inc	17,000	$485,350

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,205,394	24,195	+0.2%	Shares	Sole	2026-07-16
2026-03-31	$1,109,991	24,146	-49.7%	Shares	Sole	2026-04-17
2025-12-31	$2,364,442	48,048	+84.0%	Shares	Sole	2026-01-26
2025-09-30	$1,193,703	26,109	-12.6%	Shares	Sole	2025-10-22
2025-06-30	$1,284,068	29,869	+3.3%	Shares	Sole	2025-07-15
2025-03-31	$1,189,276	28,901	+0.4%	Shares	Sole	2025-04-14
2024-12-31	$1,248,302	28,776	-4.8%	Shares	Sole	2025-01-13
2024-09-30	$1,292,851	30,228	-0.6%	Shares	Sole	2024-10-17
2024-06-30	$1,182,011	30,425	-0.4%	Shares	Sole	2024-07-16
2024-03-31	$1,190,994	30,554	-0.5%	Shares	Sole	2024-04-10
2023-12-31	$1,133,887	30,712	-5.6%	Shares	Sole	2024-01-11
2023-09-30	$931,026	32,542	-1.3%	Shares	Sole	2023-10-12
2023-06-30	$1,000,184	32,955	+1.3%	Shares	Sole	2023-07-19
2022-12-31	$1,400,110	32,538	+0.4%	Shares	Sole	2023-01-10
2022-09-30	$1,411,305	32,414	+1.3%	Shares	Sole	2022-10-07
2022-06-30	$1,517,854	32,002	+17.5%	Shares	Sole	2022-07-29
2022-03-31	$1,543,827	27,228	-6.4%	Shares	Sole	2022-04-28
2021-12-31	$1,702,516	29,078	+42.6%	Shares	Sole	2022-01-18
2021-09-30	$1,195,990	20,392	-7.1%	Shares	Sole	2021-10-25
2021-06-30	$1,218,835	21,961	-1.0%	Shares	Sole	2021-07-21
2021-03-31	$1,293,304	22,176	+45.0%	Shares	Sole	2021-04-28
2020-12-31	$733,041	15,294	0.0%	Shares	Sole	2021-01-21
2020-09-30	$581,936	15,294	0.0%	Shares	Sole	2020-10-23
2020-06-30	$574,289	15,294	-0.8%	Shares	Sole	2020-07-21
2020-03-31	$475,521	15,419	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.