Widmann Financial Services, Inc.

Position in TFC — Truist Financial Corp

CIK 1906640 BOWIE, MD

Position in TFC

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

Position Value

$1,031,672

+$76,278 QoQ

Shares Held

20,708

-0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#734

of 1,678 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Widmann Financial Services, Inc. holds $1,031,672 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	20,708	$1,031,672

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,031,672	20,708	-0.4%	Shares	Sole	2026-08-14
2026-03-31	$955,394	20,783	+0.0%	Shares	Sole	2026-05-15
2025-12-31	$1,022,682	20,782	-6.3%	Shares	Sole	2026-02-18
2025-09-30	$1,014,023	22,179	+0.0%	Shares	Sole	2025-11-14
2025-06-30	$953,432	22,178	-3.0%	Shares	Sole	2025-08-14
2025-03-31	$940,977	22,867	-0.4%	Shares	Sole	2025-05-14
2024-12-31	$995,614	22,951	-0.3%	Shares	Sole	2025-02-14
2024-09-30	$984,993	23,030	-0.7%	Shares	Sole	2024-11-14
2024-06-30	$900,659	23,183	-0.9%	Shares	Sole	2024-08-14
2024-03-31	$912,248	23,403	-1.4%	Shares	Sole	2024-05-14
2023-12-31	$876,259	23,734	-0.1%	Shares	Sole	2024-02-13
2023-09-30	$679,744	23,759	+4.1%	Shares	Sole	2023-11-06
2023-06-30	$692,647	22,822	+0.9%	Shares	Sole	2023-08-04
2023-03-31	$771,342	22,620	+0.4%	Shares	Sole	2023-05-09
2022-12-31	$968,992	22,519	-0.0%	Shares	Sole	2023-02-06
2022-09-30	$980,869	22,528	-0.4%	Shares	Sole	2022-11-14
2022-06-30	$1,073,103	22,625	+2.0%	Shares	Sole	2022-08-01
2022-03-31	$1,257,152	22,172	+2.2%	Shares	Sole	2022-05-04
2021-12-31	$1,270,535	21,700	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.