RMR Wealth Builders

Position in TFC — Truist Financial Corp

CIK 1803848 Montclair, NJ

Position in TFC

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

Position Value

$997,197

+$75,913 QoQ

Shares Held

20,016

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#744

of 1,678 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RMR Wealth Builders holds $4,926,647 across 5 Banks - Regional names. TFC ranks #3 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	7,093	$1,746,438
2	CBNA	Chain Bridge Bancorp Inc	38,710	$1,627,755
3	TFC	Truist Financial Corp This page	20,016	$997,197
4	IBN	Icici Bank Ltd	15,862	$460,473
5	LYG	Lloyds Banking Group plc	16,258	$94,784

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$997,197	20,016	-0.1%	Shares	Sole	2026-07-24
2026-03-31	$921,284	20,041	-1.3%	Shares	Sole	2026-04-22
2025-12-31	$998,963	20,300	+4.2%	Shares	Sole	2026-01-29
2025-09-30	$890,442	19,476	+1.4%	Shares	Sole	2025-11-05
2025-06-30	$825,622	19,205	+1.7%	Shares	Sole	2025-07-08
2025-03-31	$777,405	18,892	-1.4%	Shares	Sole	2025-04-16
2024-12-31	$831,377	19,165	+1.7%	Shares	Sole	2025-01-14
2024-09-30	$805,829	18,841	0.0%	Shares	Sole	2024-10-21
2024-06-30	$731,972	18,841	0.0%	Shares	Sole	2024-07-23
2024-03-31	$734,422	18,841	-1.9%	Shares	Sole	2024-04-15
2023-12-31	$708,753	19,197	+1.9%	Shares	Sole	2024-02-06
2023-09-30	$539,041	18,841	0.0%	Shares	Sole	2023-10-23
2023-06-30	$571,824	18,841	+102.0%	Shares	Sole	2023-07-21
2023-03-31	$317,982	9,325	0.0%	Shares	Sole	2023-04-11
2022-12-31	$401,254	9,325	0.0%	Shares	Sole	2023-02-15
2022-09-30	$406,010	9,325	0.0%	Shares	Sole	2022-11-08
2022-06-30	$442,284	9,325	+644.2%	Shares	Sole	2022-08-02
2021-03-31	$73,074	1,253	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.