Accurate Wealth Management, LLC

Position in TFC — Truist Financial Corp

CIK 1877728 WESLEY CHAPEL, FL

Position in TFC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,080,595

+$159,403 QoQ

Shares Held

21,690

+8.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#718

of 1,681 holders

Holding Since

Sep 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $8,906,246 across 9 Banks - Regional names. TFC ranks #4 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	10,654	$2,623,227
2	FITB	Fifth Third Bancorp	27,503	$1,550,344
3	USB	US Bancorp \De\	20,455	$1,235,482
4	TFC	Truist Financial Corp This page	21,690	$1,080,595
5	CFG	Citizens Financial Group Inc/Ri	11,273	$789,899
6	WTFC	Wintrust Financial Corp	3,061	$491,963
7	UBSI	United Bankshares Inc/Wv	9,489	$434,880
8	KEY	Keycorp /New/	18,162	$418,634

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,080,595	21,690	+8.2%	Shares	Sole	2026-07-15
2026-03-31	$921,192	20,039	+93.2%	Shares	Sole	2026-04-23
2025-12-31	$510,406	10,372	+12.6%	Shares	Sole	2026-01-14
2025-09-30	$420,989	9,208	+11.4%	Shares	Sole	2025-10-20
2025-06-30	$355,355	8,266	+7.6%	Shares	Sole	2025-07-15
2025-03-31	$316,114	7,682	+9.8%	Shares	Sole	2025-04-15
2024-12-31	$303,399	6,994	-14.3%	Shares	Sole	2025-01-14
2024-09-30	$349,217	8,165	-4.3%	Shares	Sole	2024-10-17
2024-06-30	$331,584	8,535	+36.2%	Shares	Sole	2024-07-17
2024-03-31	$244,248	6,266	+22.2%	Shares	Sole	2024-04-23
2022-12-31	$220,700	5,129	-0.8%	Shares	Sole	2023-01-11
2022-09-30	$225,058	5,169	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.