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DRIVE WEALTH MANAGEMENT, LLC

Position in TFC — Truist Financial Corp

CIK 1952781 LEHI, UT

Position in TFC

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$219,705
+$7,463 QoQ
Shares Held
4,410
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,340
of 1,681 holders
Holding Since
Dec 2021
7 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

DRIVE WEALTH MANAGEMENT, LLC holds $6,456,127 across 21 Banks - Regional names. TFC ranks #16 (3.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in TFC

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $219,705 4,410
2025-12-31 $212,242 4,313
2022-12-31 $207,060 4,812
2022-09-30 $220,268 5,059
2022-06-30 $222,683 4,695
2022-03-31 $213,702 3,769
2021-12-31 $206,330 3,524