Aprio Wealth Management, LLC

Position in TFC — Truist Financial Corp

CIK 1803519 ATLANTA, GA

Position in TFC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$589,918

+$20,212 QoQ

Shares Held

11,841

-4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#940

of 1,678 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $10,596,538 across 18 Banks - Regional names. TFC ranks #9 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHG	Shinhan Financial Group Co Ltd	18,281	$1,156,273
2	RF	Regions Financial Corp	36,975	$1,116,645
3	KB	KB Financial Group Inc.	10,109	$1,061,040
4	DB	Deutsche Bank Aktiengesellschaft	22,838	$771,010
5	WF	Woori Financial Group Inc.	11,997	$688,627
6	LYG	Lloyds Banking Group plc	108,247	$631,080
7	USB	US Bancorp De	9,913	$598,745
8	BAP	Credicorp Ltd	1,519	$591,772

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$589,918	11,841	-4.5%	Shares	Sole	2026-07-24
2026-03-31	$569,706	12,393	-3.4%	Shares	Sole	2026-05-11
2025-12-31	$631,364	12,830	+49.8%	Shares	Sole	2026-01-29
2025-09-30	$391,546	8,564	+2.7%	Shares	Sole	2025-11-12
2025-06-30	$358,450	8,338	+18.5%	Shares	Sole	2025-08-14
2025-03-31	$289,654	7,039	-0.7%	Shares	Sole	2025-05-15
2024-12-31	$307,390	7,086	+4.4%	Shares	Sole	2025-01-13
2024-09-30	$290,237	6,786	-0.3%	Shares	Sole	2024-10-08
2024-06-30	$264,335	6,804	-6.6%	Shares	Sole	2024-07-10
2024-03-31	$284,008	7,286	-4.3%	Shares	Sole	2024-04-10
2023-12-31	$280,961	7,610	-14.3%	Shares	Sole	2024-01-17
2023-09-30	$254,114	8,882	-12.9%	Shares	Sole	2023-10-10
2023-06-30	$309,600	10,201	-10.2%	Shares	Sole	2023-07-13
2023-03-31	$387,205	11,355	-44.7%	Shares	Sole	2023-04-14
2022-12-31	$883,319	20,528	-3.7%	Shares	Sole	2023-01-11
2022-09-30	$928,446	21,324	-4.0%	Shares	Sole	2022-10-13
2022-06-30	$1,054,036	22,223	+0.8%	Shares	Sole	2022-07-26
2022-03-31	$1,249,838	22,043	-0.4%	Shares	Sole	2022-04-19
2021-12-31	$1,295,770	22,131	-2.8%	Shares	Sole	2022-01-26
2021-09-30	$1,335,929	22,778	-0.1%	Shares	Sole	2021-10-14
2021-06-30	$1,265,289	22,798	+67.6%	Shares	Sole	2021-07-23
2020-12-31	$651,895	13,601	-6.2%	Shares	Sole	2021-01-11
2020-09-30	$551,915	14,505	-33.0%	Shares	Sole	2020-10-14
2020-06-30	$812,807	21,646	-5.0%	Shares	Sole	2020-07-20
2020-03-31	$702,350	22,774	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.