Position in TFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$918,581
-$40,031 QoQ
Shares Held
18,438
-11.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#770
of 1,678 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026EPG Wealth Management LLC holds $918,581 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
|
18,438 | $918,581 |
All Filings in TFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $918,581 | 18,438 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $958,612 | 20,853 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,115,787 | 22,674 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,018,092 | 22,268 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $957,043 | 22,262 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $945,297 | 22,972 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $957,613 | 22,075 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $952,316 | 22,266 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,018,130 | 0 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,028,058 | 26,374 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $959,107 | 25,978 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $733,474 | 25,637 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $825,125 | 27,187 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $630,133 | 18,479 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $525,783 | 12,219 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $522,741 | 12,006 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $377,779 | 7,965 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $350,363 | 5,984 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $338,117 | 5,765 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $288,045 | 5,190 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $240,161 | 4,118 | Shares | Sole | 2021-05-10 | |
| 2020-03-31 | $98,286 | 3,187 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||