Frank, Rimerman Advisors LLC

Position in TFC — Truist Financial Corp

CIK 1977560 Palo Alto, CA

Position in TFC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,185,453

+$174,864 QoQ

Shares Held

43,867

+0.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#541

of 1,685 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Frank, Rimerman Advisors LLC holds $20,751,728 across 18 Banks - Regional names. TFC ranks #5 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KB	KB Financial Group Inc.	28,786	$3,021,378
2	SHG	Shinhan Financial Group Co Ltd	46,041	$2,912,093
3	IBN	Icici Bank Ltd	86,915	$2,523,142
4	WF	Woori Financial Group Inc.	38,737	$2,223,503
5	TFC	Truist Financial Corp This page	43,867	$2,185,453
6	RF	Regions Financial Corp	37,952	$1,146,150
7	ITUB	Itau Unibanco Holding S.A.	122,420	$1,000,171
8	KEY	Keycorp /New/	42,762	$985,664

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,185,453	43,867	+0.3%	Shares	Sole	2026-07-27
2026-03-31	$2,010,589	43,737	+14.2%	Shares	Sole	2026-04-29
2025-12-31	$1,884,250	38,290	+0.5%	Shares	Sole	2026-01-15
2025-09-30	$1,742,663	38,116	-3.5%	Shares	Sole	2025-11-04
2025-06-30	$1,697,976	39,497	+29.6%	Shares	Sole	2025-08-11
2025-03-31	$1,254,046	30,475	+3.5%	Shares	Sole	2025-05-12
2024-12-31	$1,277,454	29,448	+3.9%	Shares	Sole	2025-02-10
2024-09-30	$1,212,700	28,354	+0.2%	Shares	Sole	2024-10-24
2024-06-30	$1,099,221	28,294	+53284.9%	Shares	Sole	2024-08-13
2024-03-31	$2,065	53	0.0%	Shares	Sole	2024-05-09
2023-12-31	$1,956	53	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.