44 WEALTH MANAGEMENT LLC

Position in TFC — Truist Financial Corp

CIK 1831187 EUGENE, OR

Position in TFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$305,147

+$11,169 QoQ

Shares Held

6,125

-4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,193

of 1,678 holders

Holding Since

Dec 2020

6 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

44 WEALTH MANAGEMENT LLC holds $3,306,498 across 5 Banks - Regional names. TFC ranks #4 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FCNCA	First Citizens Bancshares Inc /De/	754	$1,568,915
2	CFG	Citizens Financial Group Inc/Ri	9,768	$684,443
3	USB	US Bancorp De	7,715	$465,986
4	TFC	Truist Financial Corp This page	6,125	$305,147
5	COLB	Columbia Banking System, Inc.	8,799	$282,007

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$305,147	6,125	-4.2%	Shares	Sole	2026-08-14
2026-03-31	$293,978	6,395	-0.9%	Shares	Sole	2026-05-15
2025-12-31	$317,699	6,456	+1.7%	Shares	Sole	2026-02-09
2025-09-30	$290,276	6,349	-0.1%	Shares	Sole	2025-11-14
2025-06-30	$273,244	6,356	-30.6%	Shares	Sole	2025-08-15
2020-12-31	$439,038	9,160	—	Shares	Sole	2021-03-05
No filing history on record for this holder in this stock.