Live Oak Private Wealth LLC

Position in TFC — Truist Financial Corp

CIK 1799877 WILMINGTON, NC

Position in TFC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$513,594

-$58,640 QoQ

Shares Held

10,309

-17.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#989

of 1,681 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Live Oak Private Wealth LLC holds $8,273,957 across 3 Banks - Regional names. TFC ranks #3 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FCNCA	First Citizens Bancshares Inc /De/	3,454	$7,187,048
2	FNB	Fnb Corp/Pa/	30,048	$573,315
3	TFC	Truist Financial Corp This page	10,309	$513,594

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$513,594	10,309	-17.2%	Shares	Sole	2026-07-20
2026-03-31	$572,234	12,448	0.0%	Shares	Sole	2026-04-20
2025-12-31	$612,566	12,448	0.0%	Shares	Sole	2026-01-23
2025-09-30	$569,122	12,448	+1.4%	Shares	Sole	2025-10-17
2025-06-30	$527,659	12,274	-0.9%	Shares	Sole	2025-08-04
2025-03-31	$509,601	12,384	-17.9%	Shares	Sole	2025-04-22
2024-12-31	$653,953	15,075	-2.2%	Shares	Sole	2025-01-28
2024-09-30	$659,085	15,410	+9.3%	Shares	Sole	2024-10-22
2024-06-30	$547,940	14,104	+24.2%	Shares	Sole	2024-07-17
2024-03-31	$442,773	11,359	-0.5%	Shares	Sole	2024-04-23
2023-12-31	$421,589	11,419	-7.7%	Shares	Sole	2024-01-29
2023-09-30	$353,877	12,369	-8.1%	Shares	Sole	2023-10-23
2023-06-30	$408,693	13,466	-1.7%	Shares	Sole	2023-08-07
2023-03-31	$467,238	13,702	+31.1%	Shares	Sole	2023-05-08
2022-12-31	$449,749	10,452	-1.2%	Shares	Sole	2023-02-10
2022-09-30	$460,435	10,575	0.0%	Shares	Sole	2022-10-25
2022-06-30	$501,572	10,575	-1.9%	Shares	Sole	2022-07-27
2022-03-31	$611,169	10,779	-1.7%	Shares	Sole	2022-04-21
2021-12-31	$642,234	10,969	-36.3%	Shares	Sole	2022-02-08
2021-09-30	$1,009,718	17,216	+91.4%	Shares	Sole	2021-10-29
2021-06-30	$499,222	8,995	0.0%	Shares	Sole	2021-08-02
2021-03-31	$524,588	8,995	-59.5%	Shares	Sole	2021-05-11
2020-12-31	$1,064,860	22,217	+90.3%	Shares	Sole	2021-01-26
2020-09-30	$444,233	11,675	-8.7%	Shares	Sole	2020-11-09
2020-06-30	$480,114	12,786	+69.0%	Shares	Sole	2020-08-03
2020-03-31	$233,304	7,565	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.