Capital Group Private Client Services, Inc.
Position in TFC — Truist Financial Corp
CIK 1857666
Los Angeles, CA
Position in TFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,854,387
-$41,814 QoQ
Shares Held
57,294
-9.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#481
of 1,678 holders
Holding Since
Sep 2021
20 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, 2026Capital Group Private Client Services, Inc. holds $10,233,063 across 3 Banks - Regional names. TFC ranks #2 (27.9% of the industry book) .
All Filings in TFC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,854,387 | 57,294 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,896,201 | 63,002 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $7,962,374 | 161,804 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $7,639,583 | 167,095 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $46,870,062 | 1,090,255 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $43,581,718 | 1,059,094 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $30,842,182 | 710,977 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $30,721,605 | 718,298 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $9,016,774 | 232,092 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,571,067 | 117,267 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,551,445 | 96,193 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $3,714,379 | 129,828 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,024,349 | 132,598 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,699,236 | 108,482 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,289,660 | 99,690 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,459,018 | 102,412 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,850,854 | 313,111 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $42,602,849 | 751,373 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $43,370,151 | 740,737 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $53,233,379 | 907,645 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||