Wealth Quarterback LLC

Position in TFC — Truist Financial Corp

CIK 1803386 TOMS RIVER, NJ

Position in TFC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,209,529

+$14,999 QoQ

Shares Held

24,278

-6.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#692

of 1,685 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Wealth Quarterback LLC holds $1,341,985 across 2 Banks - Regional names. TFC ranks #1 (90.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TFC	Truist Financial Corp This page	24,278	$1,209,529
2	BCBP	Bcb Bancorp Inc	12,356	$132,456

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,209,529	24,278	-6.6%	Shares	Sole	2026-07-27
2026-03-31	$1,194,530	25,985	-7.4%	Shares	Sole	2026-04-09
2025-12-31	$1,381,029	28,064	+1.9%	Shares	Sole	2026-01-15
2025-09-30	$1,258,854	27,534	+3.9%	Shares	Sole	2025-10-20
2025-06-30	$1,138,891	26,492	+59.9%	Shares	Sole	2025-08-08
2025-03-31	$681,937	16,572	+8.4%	Shares	Sole	2025-05-05
2024-12-31	$663,150	15,287	+1.8%	Shares	Sole	2025-01-31
2024-09-30	$642,448	15,021	-1.4%	Shares	Sole	2024-11-01
2024-06-30	$591,996	15,238	-14.6%	Shares	Sole	2024-07-22
2024-03-31	$695,130	17,833	-17.3%	Shares	Sole	2024-05-09
2023-12-31	$796,253	21,567	+1.8%	Shares	Sole	2024-02-13
2023-09-30	$606,102	21,185	+9.5%	Shares	Sole	2023-11-13
2023-06-30	$587,333	19,352	+4.5%	Shares	Sole	2023-08-10
2023-03-31	$631,566	18,521	+6.5%	Shares	Sole	2023-05-12
2022-12-31	$748,248	17,389	+2.8%	Shares	Sole	2023-02-10
2022-09-30	$736,653	16,919	+25.2%	Shares	Sole	2022-11-14
2022-06-30	$640,969	13,514	+402.6%	Shares	Sole	2022-08-15
2021-09-30	$157,709	2,689	+0.6%	Shares	Sole	2021-11-17
2021-06-30	$148,351	2,673	+47.8%	Shares	Sole	2021-08-11
2020-03-31	$55,758	1,808	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.