Tradewinds, LLC.

Position in TFC — Truist Financial Corp

CIK 1932342 RALEIGH, NC

Position in TFC

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$1,867,209

-$89,725 QoQ

Shares Held

40,618

+2.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Tradewinds, LLC. holds $10,402,718 across 4 Banks - Regional names.

#	Ticker	Company	Shares	Value (USD)
1	FCNCA	First Citizens Bancshares Inc /De/	25,411	$4,042,976
2	PNC	Pnc Financial Services Group, Inc.	15,168	$3,734,664
3	FITB	Fifth Third Bancorp	25,863	$1,457,897
4	PNFP	Pinnacle Financial Partners, Inc.	11,570	$1,167,181

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,867,209	40,618	+2.1%	Shares	Sole	2026-05-04
2025-12-31	$1,956,934	39,767	-0.9%	Shares	Sole	2026-02-13
2025-09-30	$1,834,697	40,129	-2.3%	Shares	Sole	2025-10-29
2025-03-31	$1,689,330	41,053	-1.1%	Shares	Sole	2025-04-29
2024-12-31	$1,801,311	41,524	-6.7%	Shares	Sole	2025-02-12
2024-09-30	$1,903,821	44,513	+0.5%	Shares	Sole	2024-11-08
2024-06-30	$1,720,705	44,291	+281.7%	Shares	Sole	2024-08-14
2024-03-31	$452,284	11,603	-3.0%	Shares	Sole	2024-05-08
2023-09-30	$342,089	11,957	+0.1%	Shares	Sole	2023-11-06
2023-06-30	$362,652	11,949	-2.6%	Shares	Sole	2023-08-15
2023-03-31	$418,134	12,262	-1.1%	Shares	Sole	2023-04-06
2022-09-30	$539,678	12,395	+1.2%	Shares	Sole	2022-10-17
2022-06-30	$580,827	12,246	+3.8%	Shares	Sole	2022-08-15
2021-12-31	$690,890	11,800	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.