Vise Technologies, Inc.

Position in TFC — Truist Financial Corp

CIK 1812090 NEW YORK, NY

Position in TFC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,437,068

+$2,562,182 QoQ

Shares Held

89,062

+118.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#397

of 1,685 holders

Holding Since

Sep 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Vise Technologies, Inc. holds $77,487,388 across 63 Banks - Regional names. TFC ranks #6 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBN	Icici Bank Ltd	238,099	$6,912,013
2	USB	US Bancorp De	109,512	$6,614,524
3	HDB	Hdfc Bank Ltd	244,314	$6,310,630
4	PNC	Pnc Financial Services Group, Inc.	23,384	$5,757,608
5	KB	KB Financial Group Inc.	46,408	$4,870,983
6	TFC	Truist Financial Corp This page	89,062	$4,437,068
7	MFG	Mizuho Financial Group Inc	372,957	$3,572,928
8	FHN	First Horizon Corp	129,751	$3,326,815

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,437,068	89,062	+118.4%	Shares	Sole	2026-08-11
2026-03-31	$1,874,886	40,785	0.0%	Shares	Sole	2026-04-21
2025-12-31	$2,007,029	40,785	+39.8%	Shares	Sole	2026-02-11
2025-09-30	$1,333,789	29,173	-40.2%	Shares	Sole	2025-11-13
2025-06-30	$2,098,470	48,813	+278.9%	Shares	Sole	2025-08-07
2024-12-31	$558,907	12,884	+31.0%	Shares	Sole	2025-02-18
2024-09-30	$420,600	9,834	+34.1%	Shares	Sole	2024-11-13
2024-06-30	$284,964	7,335	+7.9%	Shares	Sole	2024-08-02
2023-03-31	$231,743	6,796	-17.6%	Shares	Sole	2023-05-10
2022-12-31	$354,954	8,249	+31.1%	Shares	Sole	2023-02-10
2022-09-30	$273,866	6,290	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.