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Equibles

SILVERLAKE WEALTH MANAGEMENT LLC

Position in TFC — Truist Financial Corp

CIK 1966026 WILLISTON, VT
Back to TFC Full portfolio

Position in TFC

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$401,250
+$68,152 QoQ
Shares Held
8,054
+11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,111
of 1,689 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

SILVERLAKE WEALTH MANAGEMENT LLC holds $4,658,593 across 6 Banks - Regional names. TFC ranks #3 (8.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CMTV
Community Bancorp /Vt
 62,351 $2,437,924
2 BHB
Bar Harbor Bankshares
 27,609 $1,042,515
3 TFC
Truist Financial Corp
This page 		8,054 $401,250
4 MTB
M&T Bank Corp
 1,347 $320,599
5 KEY
Keycorp /New/
 10,267 $236,654
6 TRMK
Trustmark Corp
 4,774 $219,651

All Filings in TFC

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $401,250 8,054
2026-03-31 $333,098 7,246
2025-12-31 $350,030 7,113
2025-09-30 $301,523 6,595
2025-06-30 $229,351 5,335
2023-12-31 $236,989 6,419
2022-03-31 $206,784 3,647
2021-12-31 $217,454 3,714