MOSAIC FAMILY WEALTH PARTNERS, LLC
Position in TFC — Truist Financial Corp
CIK 1965241
ST. LOUIS, MO
Position in TFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$364,184
New position
Shares Held
7,310
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,136
of 1,678 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $8,706,558 across 7 Banks - Regional names. TFC ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
|
75,783 | $4,376,468 | |
| 2 | EFSC |
Enterprise Financial Services Corp
|
35,922 | $2,366,541 | |
| 3 | CBC |
Central Bancompany, Inc.
|
19,500 | $592,410 | |
| 4 | USB |
US Bancorp De
|
8,170 | $493,468 | |
| 5 | TFC |
Truist Financial Corp
This page
|
7,310 | $364,184 | |
| 6 | THFF |
First Financial Corp /In/
|
3,516 | $272,279 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
7,526 | $241,208 |
All Filings in TFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,184 | 7,310 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||