Next Level Private LLC

Position in TFC — Truist Financial Corp

CIK 1910366 HARRISON, NY

Position in TFC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$287,062

+$24,482 QoQ

Shares Held

5,762

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,218

of 1,678 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Next Level Private LLC holds $849,848 across 3 Banks - Regional names. TFC ranks #2 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESQ	Esquire Financial Holdings, Inc.	2,500	$297,775
2	TFC	Truist Financial Corp This page	5,762	$287,062
3	NWBI	Northwest Bancshares, Inc.	17,481	$265,011

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,062	5,762	+0.9%	Shares	Sole	2026-07-09
2026-03-31	$262,580	5,712	+1.2%	Shares	Sole	2026-04-23
2025-12-31	$277,642	5,642	+1.1%	Shares	Sole	2026-01-07
2025-09-30	$255,071	5,579	+0.9%	Shares	Sole	2025-10-23
2025-06-30	$237,605	5,527	+1.5%	Shares	Sole	2025-07-08
2025-03-31	$224,102	5,446	+1.1%	Shares	Sole	2025-04-11
2024-12-31	$233,601	5,385	+1.1%	Shares	Sole	2025-01-22
2024-09-30	$227,878	5,328	+1.2%	Shares	Sole	2024-10-10
2024-06-30	$204,584	5,266	+1.4%	Shares	Sole	2024-08-02
2024-03-31	$202,462	5,194	+6.7%	Shares	Sole	2024-04-15
2022-12-31	$209,470	4,868	—	Shares	Sole	2023-01-26
No filing history on record for this holder in this stock.