Creative Capital Management Investments LLC
Position in TFC — Truist Financial Corp
CIK 1957363
SAN DIEGO, CA
Position in TFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,771
+$5,979 QoQ
Shares Held
156
+300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,607
of 1,681 holders
Holding Since
Mar 2023
5 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, 2026Creative Capital Management Investments LLC holds $497,879 across 75 Banks - Regional names. TFC ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
4,225 | $255,190 | |
| 2 | RF |
Regions Financial Corp
|
2,059 | $62,181 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
55 | $13,542 | |
| 4 | FITB |
Fifth Third Bancorp
|
196 | $11,048 | |
| 5 | TFC |
Truist Financial Corp
This page
|
156 | $7,771 | |
| 6 | NWG |
NatWest Group plc
|
394 | $6,946 | |
| 7 | EWBC |
East West Bancorp Inc
|
44 | $5,679 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
78 | $5,465 |
All Filings in TFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,771 | 156 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,792 | 39 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,919 | 39 | Shares | Sole | 2026-01-23 | |
| 2023-06-30 | $7,010 | 231 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $7,877 | 231 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||