Beverly Hills Private Wealth, LLC
Position in TFC — Truist Financial Corp
CIK 1965710
BEVERLY HILLS, CA
Position in TFC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$255,409
-$33,355 QoQ
Shares Held
5,556
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Beverly Hills Private Wealth, LLC holds $6,630,575 across 1 Banks - Regional name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFSL |
TFS Financial CORP
|
374,186 | $6,630,575 |
All Filings in TFC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $255,409 | 5,556 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $288,764 | 5,868 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $281,313 | 6,153 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $259,613 | 6,039 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $306,319 | 7,444 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $317,886 | 7,328 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $323,211 | 7,557 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $338,537 | 8,714 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $377,051 | 9,673 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $232,336 | 6,293 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $277,401 | 9,696 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $607,212 | 20,007 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $327,121 | 9,593 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $332,105 | 7,718 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||