ForthRight Wealth Management, LLC
Position in TFC — Truist Financial Corp
CIK 1841633
ALPHARETTA, GA
Position in TFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$340,619
+$17,129 QoQ
Shares Held
6,837
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,159
of 1,681 holders
Holding Since
Sep 2021
20 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, 2026ForthRight Wealth Management, LLC holds $340,619 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
6,837 | $340,619 |
All Filings in TFC
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,619 | 6,837 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $323,490 | 7,037 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $346,143 | 7,034 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $321,503 | 7,032 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $327,411 | 7,616 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $313,316 | 7,614 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $338,450 | 7,802 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $404,604 | 9,460 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $361,810 | 9,313 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $392,684 | 10,074 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $371,932 | 10,074 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $289,962 | 10,135 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $305,745 | 10,074 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $350,207 | 10,270 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $428,707 | 9,963 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $508,939 | 11,689 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $605,301 | 12,762 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $448,440 | 7,909 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $285,899 | 4,883 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $292,018 | 4,979 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||