Morton Brown Family Wealth, LLC

Position in TFC — Truist Financial Corp

CIK 1909851 ALLENTOWN, PA

Position in TFC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$55,001

+$35,372 QoQ

Shares Held

1,104

+158.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,480

of 1,681 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Morton Brown Family Wealth, LLC holds $267,483 across 6 Banks - Regional names. TFC ranks #2 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FITB	Fifth Third Bancorp	2,835	$159,808
2	TFC	Truist Financial Corp This page	1,104	$55,001
3	KEY	Keycorp /New/	1,116	$25,723
4	USB	US Bancorp \De\	344	$20,777
5	UBSI	United Bankshares Inc/Wv	124	$5,682
6	PNC	Pnc Financial Services Group, Inc.	2	$492

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$55,001	1,104	+158.5%	Shares	Sole	2026-07-21
2026-03-31	$19,629	427	+0.7%	Shares	Sole	2026-04-21
2025-12-31	$20,865	424	+0.7%	Shares	Sole	2026-01-28
2025-09-30	$19,248	421	+1.0%	Shares	Sole	2025-10-21
2025-06-30	$17,926	417	+1.0%	Shares	Sole	2025-07-24
2025-03-31	$16,994	413	+0.7%	Shares	Sole	2025-04-25
2024-12-31	$17,785	410	+0.7%	Shares	Sole	2025-01-31
2024-09-30	$17,407	407	+1.0%	Shares	Sole	2024-10-24
2024-06-30	$15,656	403	+1.0%	Shares	Sole	2024-07-30
2024-03-31	$15,553	399	-56.8%	Shares	Sole	2024-04-23
2023-12-31	$34,114	924	+236.0%	Shares	Sole	2024-01-29
2023-09-30	$7,867	275	+1.5%	Shares	Sole	2023-10-18
2023-06-30	$8,224	271	+1.9%	Shares	Sole	2023-07-25
2023-03-31	$9,070	266	+1.1%	Shares	Sole	2023-04-26
2022-12-31	$11,316	263	-26.1%	Shares	Sole	2023-02-02
2022-09-30	$15,500	356	+3.8%	Shares	Sole	2022-10-31
2022-06-30	$16,268	343	+34.5%	Shares	Sole	2022-07-21
2022-03-31	$14,458	255	+0.8%	Shares	Sole	2022-04-20
2021-12-31	$14,813	253	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.