Invst, LLC

Position in TFC — Truist Financial Corp

CIK 1867587 INDIANAPOLIS, IN

Position in TFC

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

Position Value

$772,210

+$55,630 QoQ

Shares Held

15,500

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#838

of 1,678 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Invst, LLC holds $4,507,574 across 5 Banks - Regional names. TFC ranks #5 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RF	Regions Financial Corp	33,049	$998,079
2	MTB	M&T Bank Corp	3,995	$950,849
3	FHN	First Horizon Corp	36,788	$943,244
4	KEY	Keycorp /New/	36,581	$843,192
5	TFC	Truist Financial Corp This page	15,500	$772,210

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$772,210	15,500	-0.6%	Shares	Sole	2026-08-14
2026-03-31	$716,580	15,588	-3.0%	Shares	Sole	2026-05-13
2025-12-31	$790,903	16,072	-6.6%	Shares	Sole	2026-02-11
2025-09-30	$786,566	17,204	-2.2%	Shares	Sole	2026-02-04
2025-06-30	$756,538	17,598	-2.0%	Shares	Sole	2025-10-16
2025-03-31	$739,054	17,960	-2.8%	Shares	Sole	2025-06-03
2024-12-31	$801,792	18,483	+0.5%	Shares	Sole	2025-02-19
2024-09-30	$786,540	18,390	-1.8%	Shares	Sole	2024-11-19
2024-06-30	$727,660	18,730	-4.5%	Shares	Sole	2024-08-16
2024-03-31	$764,163	19,604	—	Shares	Sole	2024-05-24
No filing history on record for this holder in this stock.