Position in TFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,430
+$3,730 QoQ
Shares Held
109
+194.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,620
of 1,678 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $60,390 across 2 Banks - Regional names. TFC ranks #2 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
975 | $54,960 | |
| 2 | TFC |
Truist Financial Corp
This page
|
109 | $5,430 |
All Filings in TFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,430 | 109 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,700 | 37 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||