Bright Futures Wealth Management, LLC.
Position in TFC — Truist Financial Corp
CIK 1803980
WEBSTER, NY 14580, NY
Position in TFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$216,218
+$16,696 QoQ
Shares Held
4,340
-7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,353
of 1,681 holders
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Bright Futures Wealth Management, LLC. holds $1,124,464 across 2 Banks - Regional names. TFC ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
3,816 | $908,246 | |
| 2 | TFC |
Truist Financial Corp
This page
|
4,340 | $216,218 |
All Filings in TFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,218 | 4,340 | Shares | Sole | 2026-07-24 | |
| 2024-09-30 | $199,522 | 4,665 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||