Frank, Rimerman Advisors LLC

Position in TFC — Truist Financial Corp

CIK 1977560 Palo Alto, CA

Position in TFC

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$2,010,589

+$126,339 QoQ

Shares Held

43,737

+14.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Frank, Rimerman Advisors LLC holds $16,524,237 across 16 Banks - Regional names. TFC ranks #2 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBN	Icici Bank Ltd	86,915	$2,251,098
2	TFC	Truist Financial Corp This page	43,737	$2,010,589
3	SHG	Shinhan Financial Group Co Ltd	29,485	$1,808,020
4	KB	KB Financial Group Inc.	17,448	$1,740,089
5	WF	Woori Financial Group Inc.	23,347	$1,554,910
6	NU	Nu Holdings Ltd.	98,091	$1,409,567
7	ITUB	Itau Unibanco Holding S.A.	121,738	$1,020,164
8	RF	Regions Financial Corp	37,898	$989,895

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.