Paragon Private Wealth Management, LLC
Position in TFC — Truist Financial Corp
CIK 1922684
LEXINGTON, KY
Position in TFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$966,358
+$164,735 QoQ
Shares Held
19,397
+11.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#755
of 1,678 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $1,447,231 across 3 Banks - Regional names. TFC ranks #1 (66.8% of the industry book) .
All Filings in TFC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $966,358 | 19,397 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $801,623 | 17,438 | Shares | Defined | 2026-05-19 | |
| 2025-12-31 | $760,687 | 15,458 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $588,645 | 12,875 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $424,311 | 9,870 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $298,995 | 7,266 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||