UPTICK PARTNERS, LLC

Position in TFC — Truist Financial Corp

CIK 2005353 NACOGDOCHES, TX

Position in TFC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$216,816

New position

Shares Held

4,352

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,348

of 1,678 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

UPTICK PARTNERS, LLC holds $1,311,459 across 3 Banks - Regional names. TFC ranks #3 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RF	Regions Financial Corp	18,547	$560,119
2	ONB	Old National Bancorp /In/	20,638	$534,524
3	TFC	Truist Financial Corp This page	4,352	$216,816

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,816	4,352	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.