Element Wealth, LLC

Position in TFC — Truist Financial Corp

CIK 1802743 RIDGELAND, MS

Position in TFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$245,712

+$11,955 QoQ

Shares Held

4,932

-3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,291

of 1,681 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Element Wealth, LLC holds $1,637,289 across 5 Banks - Regional names. TFC ranks #5 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRMK	Trustmark Corp	9,026	$415,286
2	RNST	Renasant Corp	9,032	$384,221
3	RF	Regions Financial Corp	10,063	$303,902
4	USB	US Bancorp \De\	4,771	$288,168
5	TFC	Truist Financial Corp This page	4,932	$245,712

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$245,712	4,932	-3.0%	Shares	Sole	2026-08-14
2026-03-31	$233,757	5,085	+0.1%	Shares	Sole	2026-05-04
2025-12-31	$249,888	5,078	+0.5%	Shares	Sole	2026-02-13
2025-09-30	$230,977	5,052	+0.2%	Shares	Sole	2025-10-29
2025-06-30	$216,798	5,043	-4.3%	Shares	Sole	2025-07-23
2025-03-31	$216,819	5,269	+0.2%	Shares	Sole	2025-04-29
2024-12-31	$228,135	5,259	+0.2%	Shares	Sole	2025-02-03
2024-09-30	$224,542	5,250	—	Shares	Sole	2024-10-23
No filing history on record for this holder in this stock.