Smallwood Wealth Investment Management, LLC
Position in TFC — Truist Financial Corp
CIK 1921304
RED BANK, NJ
Position in TFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$231,463
New position
Shares Held
4,646
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,320
of 1,681 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $1,304,105 across 10 Banks - Regional names. TFC ranks #3 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLY |
Valley National Bancorp
|
27,915 | $408,954 | |
| 2 | MTB |
M&T Bank Corp
|
1,523 | $362,489 | |
| 3 | TFC |
Truist Financial Corp
This page
|
4,646 | $231,463 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
591 | $145,516 | |
| 5 | FNB |
Fnb Corp/Pa/
|
3,135 | $59,815 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
1,900 | $33,687 | |
| 7 | FCF |
First Commonwealth Financial Corp /Pa/
|
1,443 | $29,336 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
378 | $26,486 |
All Filings in TFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,463 | 4,646 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||