Envestnet Portfolio Solutions, Inc.

Position in TFC — Truist Financial Corp

CIK 1998033 BERWYN, PA

Position in TFC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,357,183

-$585,402 QoQ

Shares Held

47,314

-26.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#523

of 1,678 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $66,543,258 across 37 Banks - Regional names. TFC ranks #5 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RF	Regions Financial Corp	733,501	$22,151,730
2	KEY	Keycorp /New/	520,425	$11,995,796
3	USB	US Bancorp De	102,173	$6,171,249
4	PNC	Pnc Financial Services Group, Inc.	19,955	$4,913,320
5	TFC	Truist Financial Corp This page	47,314	$2,357,183
6	FITB	Fifth Third Bancorp	35,927	$2,025,204
7	EWBC	East West Bancorp Inc	15,629	$2,017,547
8	PNFP	Pinnacle Financial Partners, Inc.	16,908	$1,705,679

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,357,183	47,314	-26.1%	Shares	Sole	2026-07-20
2026-03-31	$2,942,585	64,011	-34.6%	Shares	Sole	2026-04-29
2025-12-31	$4,814,607	97,838	+2.1%	Shares	Sole	2026-02-06
2025-09-30	$4,381,210	95,827	+15.8%	Shares	Sole	2025-10-30
2025-06-30	$3,557,250	82,746	-1.4%	Shares	Sole	2025-07-25
2025-03-31	$3,452,443	83,899	-15.2%	Shares	Sole	2025-04-21
2024-12-31	$4,290,108	98,896	+2.6%	Shares	Sole	2025-02-10
2024-09-30	$4,123,926	96,421	-6.5%	Shares	Sole	2024-10-31
2024-06-30	$4,006,639	103,131	-6.9%	Shares	Sole	2024-07-16
2024-03-31	$4,317,035	110,750	-7.1%	Shares	Sole	2024-05-06
2023-12-31	$4,400,384	119,187	-5.6%	Shares	Sole	2024-02-07
2023-09-30	$3,612,413	126,264	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.