Strategic Wealth Investment Group, LLC

Position in TFC — Truist Financial Corp

CIK 1802365 LOUISVILLE, KY

Position in TFC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$270,572

+$23,576 QoQ

Shares Held

5,431

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,247

of 1,681 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Strategic Wealth Investment Group, LLC holds $270,572 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	5,431	$270,572

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$270,572	5,431	+1.1%	Shares	Sole	2026-08-04
2026-03-31	$246,996	5,373	-6.2%	Shares	Sole	2026-05-11
2025-12-31	$281,825	5,727	-6.1%	Shares	Sole	2026-02-11
2025-09-30	$278,846	6,099	+2.7%	Shares	Sole	2025-11-14
2024-12-31	$257,720	5,941	-1.0%	Shares	Sole	2025-01-23
2024-09-30	$256,791	6,004	+3.0%	Shares	Sole	2024-10-24
2024-06-30	$226,378	5,827	+1.6%	Shares	Sole	2024-08-13
2023-12-31	$211,810	5,737	+10.2%	Shares	Sole	2024-01-16
2022-12-31	$223,971	5,205	-1.8%	Shares	Sole	2023-01-27
2022-09-30	$230,674	5,298	-7.6%	Shares	Sole	2022-10-21
2022-06-30	$271,963	5,734	+20.6%	Shares	Sole	2022-08-08
2022-03-31	$269,551	4,754	+6.0%	Shares	Sole	2022-04-26
2021-09-30	$262,927	4,483	+0.6%	Shares	Sole	2021-11-15
2021-06-30	$247,419	4,458	+4.5%	Shares	Sole	2021-07-16
2021-03-31	$248,676	4,264	+0.8%	Shares	Sole	2021-04-22
2020-12-31	$202,791	4,231	—	Shares	Sole	2021-01-26
No filing history on record for this holder in this stock.