Richard W. Paul & Associates, LLC

Position in TFC — Truist Financial Corp

CIK 1964203 NOVI, MI

Position in TFC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$10,512

-$11,737 QoQ

Shares Held

211

-56.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,584

of 1,678 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Richard W. Paul & Associates, LLC holds $87,667 across 4 Banks - Regional names. TFC ranks #4 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	543	$32,797
2	PNC	Pnc Financial Services Group, Inc.	110	$27,084
3	RF	Regions Financial Corp	572	$17,274
4	TFC	Truist Financial Corp This page	211	$10,512

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,512	211	-56.4%	Shares	Sole	2026-08-10
2026-03-31	$22,249	484	+0.8%	Shares	Sole	2026-05-13
2025-12-31	$23,620	480	-1.6%	Shares	Sole	2026-02-12
2025-09-30	$22,311	488	+27.4%	Shares	Sole	2025-11-13
2025-06-30	$16,465	383	+2.4%	Shares	Sole	2025-08-12
2025-03-31	$15,390	374	-1.8%	Shares	Sole	2025-05-12
2024-12-31	$16,527	381	+0.3%	Shares	Sole	2025-02-05
2024-09-30	$16,252	380	+1.6%	Shares	Sole	2024-10-17
2024-06-30	$14,529	374	-1.6%	Shares	Sole	2024-07-23
2024-03-31	$14,812	380	+11.8%	Shares	Sole	2024-05-14
2023-12-31	$12,552	340	-25.6%	Shares	Sole	2024-01-23
2023-09-30	$13,074	457	-5.0%	Shares	Sole	2023-10-12
2023-06-30	$14,597	481	-14.0%	Shares	Sole	2023-07-25
2023-03-31	$19,061	559	+21.0%	Shares	Sole	2023-04-24
2022-12-31	$19,879	462	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.