Cyndeo Wealth Partners, LLC

Position in TFC — Truist Financial Corp

CIK 1950947 ST. PETERSBURG, FL

Position in TFC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$789,696

+$13,723 QoQ

Shares Held

15,851

-6.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#828

of 1,681 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $8,492,706 across 6 Banks - Regional names. TFC ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	13,547	$3,335,542
2	SSB	SouthState Bank Corp	22,099	$2,207,690
3	CZFS	Citizens Financial Services Inc	16,381	$1,186,639
4	TFC	Truist Financial Corp This page	15,851	$789,696
5	FITB	Fifth Third Bancorp	13,023	$734,106
6	RF	Regions Financial Corp	7,915	$239,033

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$789,696	15,851	-6.1%	Shares	Sole	2026-07-21
2026-03-31	$775,973	16,880	-2.5%	Shares	Sole	2026-04-13
2025-12-31	$851,874	17,311	-10.5%	Shares	Sole	2026-01-07
2025-09-30	$884,727	19,351	+1.5%	Shares	Sole	2025-10-10
2025-06-30	$819,604	19,065	-89.5%	Shares	Sole	2025-07-24
2025-03-31	$7,495,637	182,154	+6.2%	Shares	Sole	2025-04-17
2024-12-31	$7,443,791	171,595	+3.4%	Shares	Sole	2025-01-21
2024-09-30	$7,096,099	165,913	+901.0%	Shares	Sole	2024-10-18
2024-06-30	$643,938	16,575	+1.1%	Shares	Sole	2024-07-30
2024-03-31	$639,077	16,395	-70.9%	Shares	Sole	2024-04-17
2023-03-31	$1,920,273	56,313	-13.5%	Shares	Sole	2023-04-25
2022-12-31	$2,801,812	65,113	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.