SILVERLAKE WEALTH MANAGEMENT LLC

Position in TFC — Truist Financial Corp

CIK 1966026 WILLISTON, VT

Position in TFC

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$333,098

-$16,932 QoQ

Shares Held

7,246

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

SILVERLAKE WEALTH MANAGEMENT LLC holds $3,990,915 across 6 Banks - Regional names. TFC ranks #3 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMTV	Community Bancorp /Vt	62,678	$1,949,285
2	BHB	Bar Harbor Bankshares	30,609	$993,262
3	TFC	Truist Financial Corp This page	7,246	$333,098
4	MTB	M&T Bank Corp	1,369	$282,999
5	TRMK	Trustmark Corp	5,373	$226,418
6	KEY	Keycorp /New/	10,267	$205,853

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$333,098	7,246	+1.9%	Shares	Sole	2026-04-15
2025-12-31	$350,030	7,113	+7.9%	Shares	Sole	2026-01-09
2025-09-30	$301,523	6,595	+23.6%	Shares	Sole	2025-10-28
2025-06-30	$229,351	5,335	-16.9%	Shares	Sole	2025-08-25
2023-12-31	$236,989	6,419	+76.0%	Shares	Sole	2024-01-22
2022-03-31	$206,784	3,647	-1.8%	Shares	Sole	2023-04-06
2021-12-31	$217,454	3,714	—	Shares	Sole	2023-04-06
No filing history on record for this holder in this stock.