FWG Holdings, LLC

Position in TFC — Truist Financial Corp

CIK 1862067 WINTER PARK, FL

Position in TFC

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

Position Value

$277,447

+$26,451 QoQ

Shares Held

5,569

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,236

of 1,681 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FWG Holdings, LLC holds $277,447 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	5,569	$277,447

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,447	5,569	+2.0%	Shares	Sole	2026-08-14
2026-03-31	$250,996	5,460	-4.1%	Shares	Sole	2026-04-13
2025-12-31	$280,201	5,694	0.0%	Shares	Sole	2026-01-29
2025-09-30	$260,329	5,694	0.0%	Shares	Sole	2025-10-30
2025-06-30	$244,785	5,694	0.0%	Shares	Sole	2025-08-05
2025-03-31	$234,308	5,694	0.0%	Shares	Sole	2025-05-02
2024-12-31	$247,005	5,694	+4.3%	Shares	Sole	2025-02-07
2024-09-30	$233,524	5,460	-33.5%	Shares	Sole	2024-11-08
2024-06-30	$319,036	8,212	0.0%	Shares	Sole	2024-07-31
2024-03-31	$320,103	8,212	+17.1%	Shares	Sole	2024-05-13
2023-12-31	$258,809	7,010	-2.2%	Shares	Sole	2024-01-12
2023-06-30	$217,609	7,170	-0.0%	Shares	Sole	2023-08-10
2023-03-31	$244,531	7,171	-37.9%	Shares	Sole	2023-05-12
2022-12-31	$496,652	11,542	-5.8%	Shares	Sole	2023-02-07
2022-09-30	$533,495	12,253	+0.6%	Shares	Sole	2022-11-14
2022-06-30	$577,507	12,176	+5.8%	Shares	Sole	2022-08-15
2022-03-31	$652,560	11,509	+77.0%	Shares	Sole	2022-05-16
2021-12-31	$380,633	6,501	+6.7%	Shares	Sole	2022-02-11
2021-09-30	$357,295	6,092	+0.7%	Shares	Sole	2021-11-04
2021-06-30	$335,608	6,047	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.