Commonwealth Retirement Investments LLC

Pension

Position in TFC — Truist Financial Corp

CIK 1963787 RICHMOND, VA

Position in TFC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$895,016

+$70,499 QoQ

Shares Held

17,965

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#778

of 1,678 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Commonwealth Retirement Investments LLC holds $6,174,777 across 9 Banks - Regional names. TFC ranks #3 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RF	Regions Financial Corp	111,131	$3,356,156
2	MTB	M&T Bank Corp	4,808	$1,144,352
3	TFC	Truist Financial Corp This page	17,965	$895,016
4	PNC	Pnc Financial Services Group, Inc.	2,446	$602,254
5	FRST	Primis Financial Corp.	5,914	$96,812
6	AUB	Atlantic Union Bankshares Corp	1,102	$46,625
7	NBTB	Nbt Bancorp Inc	308	$15,205
8	FXNC	First National Corp /Va/	342	$10,266

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$895,016	17,965	+0.2%	Shares	Sole	2026-08-03
2026-03-31	$824,517	17,936	-6.4%	Shares	Sole	2026-05-11
2025-12-31	$942,519	19,153	-2.8%	Shares	Sole	2026-02-11
2025-09-30	$900,775	19,702	-7.2%	Shares	Sole	2025-11-04
2025-06-30	$912,892	21,235	-72.8%	Shares	Sole	2025-08-05
2025-03-31	$3,211,099	78,034	+0.1%	Shares	Sole	2025-05-09
2024-12-31	$3,383,032	77,986	-0.4%	Shares	Sole	2025-02-04
2024-09-30	$3,349,275	78,309	+5.8%	Shares	Sole	2024-11-05
2024-06-30	$2,875,249	74,009	+8.3%	Shares	Sole	2024-08-05
2024-03-31	$2,663,581	68,332	+1.2%	Shares	Sole	2024-05-03
2023-12-31	$2,493,355	67,534	+2.0%	Shares	Sole	2024-01-24
2023-09-30	$1,894,096	66,204	+3.9%	Shares	Sole	2023-11-06
2023-06-30	$1,934,751	63,748	—	Shares	Sole	2023-07-24
No filing history on record for this holder in this stock.