ATTICUS WEALTH MANAGEMENT, LLC
Position in TFC — Truist Financial Corp
CIK 1800234
Palm Beach Gardens, FL
Position in TFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$778,885
+$60,191 QoQ
Shares Held
15,634
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#835
of 1,685 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, 2026ATTICUS WEALTH MANAGEMENT, LLC holds $778,885 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
15,634 | $778,885 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $778,885 | 15,634 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $718,694 | 15,634 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $769,349 | 15,634 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $714,786 | 15,634 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $672,105 | 15,634 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $643,339 | 15,634 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $678,202 | 15,634 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $668,666 | 15,634 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $607,380 | 15,634 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $615,260 | 15,784 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $586,584 | 15,888 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $471,378 | 16,476 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $503,233 | 16,581 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $695,674 | 20,401 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $799,540 | 18,581 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $921,437 | 21,163 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,003,761 | 21,163 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,219,560 | 21,509 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,281,132 | 21,881 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,316,692 | 22,450 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,245,975 | 22,450 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,310,450 | 22,470 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,076,987 | 22,470 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $856,695 | 22,515 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $845,438 | 22,515 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $696,274 | 22,577 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||