Intergy Private Wealth, LLC

Position in TFC — Truist Financial Corp

CIK 1911342 COLORADO SPRINGS, CO

Position in TFC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$222,396

New position

Shares Held

4,464

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,329

of 1,678 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Intergy Private Wealth, LLC holds $4,584,896 across 5 Banks - Regional names. TFC ranks #4 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	14,529	$3,577,330
2	HBAN	Huntington Bancshares Inc /Md/	22,328	$395,875
3	USB	US Bancorp De	4,885	$295,054
4	TFC	Truist Financial Corp This page	4,464	$222,396
5	LYG	Lloyds Banking Group plc	16,165	$94,241

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,396	4,464	—	Shares	Sole	2026-07-17
No filing history on record for this holder in this stock.