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Centurion Wealth Management LLC

Position in TFC — Truist Financial Corp

CIK 1951368 Mclean, VA

Position in TFC

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$475,482
-$207,724 QoQ
Shares Held
9,544
-35.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,025
of 1,681 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Centurion Wealth Management LLC holds $984,642 across 3 Banks - Regional names. TFC ranks #1 (48.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TFC
Truist Financial Corp
This page
9,544 $475,482

All Filings in TFC

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $475,482 9,544
2026-03-31 $683,206 14,862
2025-12-31 $744,301 15,125
2025-09-30 $683,696 14,954
2025-06-30 $636,166 14,798
2025-03-31 $575,688 13,990
2024-12-31 $606,886 13,990
2024-09-30 $575,769 13,462
2024-03-31 $549,540 14,098
2023-12-31 $296,910 8,042
2023-09-30 $217,521 7,603