Great Lakes Retirement, Inc.

Pension

Position in TFC — Truist Financial Corp

CIK 1801667 SANDUSKY, OH

Position in TFC

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

Position Value

$2,069,323

+$481,658 QoQ

Shares Held

41,536

+20.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#552

of 1,678 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Great Lakes Retirement, Inc. holds $6,035,100 across 4 Banks - Regional names. TFC ranks #2 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	13,057	$3,214,894
2	TFC	Truist Financial Corp This page	41,536	$2,069,323
3	FITB	Fifth Third Bancorp	9,557	$538,728
4	CFR	Cullen/Frost Bankers, Inc.	1,373	$212,155

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,069,323	41,536	+20.3%	Shares	Sole	2026-07-30
2026-03-31	$1,587,665	34,537	+12.4%	Shares	Sole	2026-05-06
2025-12-31	$1,512,272	30,731	+5.3%	Shares	Sole	2026-02-12
2025-09-30	$1,334,383	29,186	+7.1%	Shares	Sole	2025-11-12
2025-06-30	$1,171,348	27,247	+7.8%	Shares	Sole	2025-08-04
2025-03-31	$1,040,230	25,279	+4.1%	Shares	Sole	2025-04-17
2024-12-31	$1,053,830	24,293	-1.6%	Shares	Sole	2025-01-29
2024-09-30	$1,056,376	24,699	+1.6%	Shares	Sole	2024-10-22
2024-06-30	$944,482	24,311	+2.6%	Shares	Sole	2024-08-09
2024-03-31	$923,631	23,695	-0.6%	Shares	Sole	2024-05-09
2023-12-31	$880,098	23,838	+6.0%	Shares	Sole	2024-01-18
2023-09-30	$643,267	22,484	+4.6%	Shares	Sole	2023-10-19
2023-06-30	$652,676	21,505	+4.8%	Shares	Sole	2023-08-03
2023-03-31	$700,038	20,529	+12.6%	Shares	Sole	2023-05-09
2022-12-31	$784,695	18,236	—	Shares	Sole	2023-03-07
No filing history on record for this holder in this stock.