Position in TFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$233,855
+$18,072 QoQ
Shares Held
4,694
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,313
of 1,678 holders
Holding Since
Mar 2021
15 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, 2026Alaethes Wealth, LLC holds $531,657 across 2 Banks - Regional names. TFC ranks #2 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
5,283 | $297,802 | |
| 2 | TFC |
Truist Financial Corp
This page
|
4,694 | $233,855 |
All Filings in TFC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,855 | 4,694 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $215,783 | 4,694 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $230,991 | 4,694 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $214,609 | 4,694 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $201,795 | 4,694 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $203,625 | 4,694 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $200,762 | 4,694 | Shares | Sole | 2024-11-14 | |
| 2022-12-31 | $202,241 | 4,700 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $204,638 | 4,700 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $222,921 | 4,700 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $280,268 | 4,943 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $289,412 | 4,943 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $289,906 | 4,943 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $274,336 | 4,943 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $288,275 | 4,943 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||