Legacy Wealth Asset Management, LLC
Position in TFC — Truist Financial Corp
CIK 1846151
WOODBURY, MN
Position in TFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$804,941
+$33,979 QoQ
Shares Held
16,157
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#816
of 1,678 holders
Holding Since
Sep 2022
16 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, 2026Legacy Wealth Asset Management, LLC holds $19,559,080 across 23 Banks - Regional names. TFC ranks #12 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HDB |
Hdfc Bank Ltd
|
111,349 | $2,876,144 | |
| 2 | IBN |
Icici Bank Ltd
|
69,294 | $2,011,604 | |
| 3 | BAP |
Credicorp Ltd
|
3,301 | $1,286,003 | |
| 4 | NWG |
NatWest Group plc
|
66,380 | $1,170,279 | |
| 5 | CIB |
Grupo Cibest S.A.
|
14,043 | $1,115,435 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
17,602 | $1,113,326 | |
| 7 | KB |
KB Financial Group Inc.
|
10,094 | $1,059,466 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
4,109 | $1,011,717 |
All Filings in TFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,941 | 16,157 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $770,962 | 16,771 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $818,362 | 16,630 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $764,346 | 16,718 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $707,486 | 16,457 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $671,403 | 16,316 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $726,701 | 16,752 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $740,990 | 17,325 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $674,591 | 17,364 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $950,566 | 24,386 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $893,685 | 24,206 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $742,572 | 25,955 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $790,708 | 26,053 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $361,971 | 10,615 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $451,642 | 10,496 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $445,457 | 10,231 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||