Compound Planning, Inc.

Position in TFC — Truist Financial Corp

CIK 1978879 NEW YORK, NY

Position in TFC

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,143,733

-$109,300 QoQ

Shares Held

24,880

-2.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

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

Compound Planning, Inc. holds $23,641,860 across 32 Banks - Regional names. TFC ranks #6 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LYG	Lloyds Banking Group plc	504,501	$2,537,639
2	MFG	Mizuho Financial Group Inc	214,449	$1,702,724
3	PNC	Pnc Financial Services Group, Inc.	7,972	$1,658,893
4	USB	US Bancorp De	25,674	$1,335,303
5	KB	KB Financial Group Inc.	12,960	$1,292,499
6	TFC	Truist Financial Corp This page	24,880	$1,143,733
7	DB	Deutsche Bank Aktiengesellschaft	35,015	$1,042,746
8	SHG	Shinhan Financial Group Co Ltd	16,820	$1,031,401

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,143,733	24,880	-2.3%	Shares	Sole	2026-05-14
2025-12-31	$1,253,033	25,463	+29.8%	Shares	Sole	2026-02-19
2025-09-30	$897,209	19,624	+28.2%	Shares	Sole	2025-11-10
2025-06-30	$658,176	15,310	+1.1%	Shares	Sole	2025-08-14
2025-03-31	$623,216	15,145	-11.5%	Shares	Sole	2025-05-14
2024-12-31	$742,665	17,120	+9.2%	Shares	Sole	2025-01-17
2024-09-30	$670,462	15,676	+29.4%	Shares	Sole	2024-10-08
2024-06-30	$470,628	12,114	+36.6%	Shares	Sole	2024-07-26
2024-03-31	$345,674	8,868	+1.7%	Shares	Sole	2024-05-07
2023-12-31	$321,905	8,719	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.