Position in TFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$274,010
-$24,795 QoQ
Shares Held
5,500
-15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,240
of 1,681 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Stone Summit Wealth LLC holds $274,010 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
|
5,500 | $274,010 |
All Filings in TFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,010 | 5,500 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $298,805 | 6,500 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $344,470 | 7,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $320,040 | 7,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $318,126 | 7,400 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $304,510 | 7,400 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $321,012 | 7,400 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $316,498 | 7,400 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $295,260 | 7,600 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $311,840 | 8,000 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $310,128 | 8,400 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $286,100 | 10,000 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $336,885 | 11,100 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $388,740 | 11,400 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $506,979 | 11,782 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $512,988 | 11,782 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $563,563 | 11,882 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $676,034 | 11,923 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||