Quotient Wealth Partners, LLC

Position in TFC — Truist Financial Corp

CIK 2004904 DALLAS, TX

Position in TFC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$364,532

+$37,732 QoQ

Shares Held

7,317

+2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,135

of 1,678 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Quotient Wealth Partners, LLC holds $3,125,605 across 9 Banks - Regional names. TFC ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	2,698	$664,301
2	USB	US Bancorp De	10,577	$638,850
3	TFC	Truist Financial Corp This page	7,317	$364,532
4	MTB	M&T Bank Corp	1,483	$352,968
5	HTB	HomeTrust Bancshares, Inc.	5,548	$276,789
6	FSBC	Five Star Bancorp	5,659	$275,536
7	FITB	Fifth Third Bancorp	4,603	$259,471
8	SHBI	Shore Bancshares Inc	9,778	$224,405

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,532	7,317	+2.9%	Shares	Sole	2026-08-03
2026-03-31	$326,800	7,109	+8.7%	Shares	Sole	2026-04-16
2025-12-31	$321,833	6,540	+4.0%	Shares	Sole	2026-01-22
2025-09-30	$287,441	6,287	+1.4%	Shares	Sole	2025-10-10
2025-06-30	$266,452	6,198	-8.0%	Shares	Sole	2025-07-29
2025-03-31	$277,227	6,737	+3.2%	Shares	Sole	2025-04-30
2024-12-31	$283,184	6,528	-3.3%	Shares	Sole	2025-01-28
2024-09-30	$288,740	6,751	+11.4%	Shares	Sole	2024-10-09
2024-06-30	$235,431	6,060	-1.4%	Shares	Sole	2024-07-24
2024-03-31	$239,610	6,147	-38.3%	Shares	Sole	2024-05-14
2023-12-31	$367,870	9,964	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.