Werba Rubin Papier Wealth Management
Position in TFC — Truist Financial Corp
CIK 1971029
SAN JOSE, CA
Position in TFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$219,058
New position
Shares Held
4,397
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,340
of 1,678 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Werba Rubin Papier Wealth Management holds $570,988 across 2 Banks - Regional names. TFC ranks #2 (38.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
|
36,736 | $351,930 | |
| 2 | TFC |
Truist Financial Corp
This page
|
4,397 | $219,058 |
All Filings in TFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,058 | 4,397 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||