JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Position in TFC — Truist Financial Corp

CIK 2006637 MILTON, GA

Position in TFC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$7,424,574

+$676,730 QoQ

Shares Held

149,028

+1.5% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#64

of 659 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $11,292,596 across 10 Banks - Regional names. TFC ranks #1 (65.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	149,028	$7,424,574
2	KEY	Keycorp /New/	31,770	$732,298
3	FITB	Fifth Third Bancorp	11,619	$654,963
4	OZK	Bank OZK	10,523	$548,143
5	PNC	Pnc Financial Services Group, Inc.	1,631	$401,584
6	UBSI	United Bankshares Inc/Wv	8,000	$366,640
7	AUBN	Auburn National Bancorporation, Inc	12,517	$338,459
8	SBSI	Southside Bancshares Inc	9,083	$319,630

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,424,574	149,028	+1.5%	Shares	Sole	2026-07-16
2026-03-31	$6,747,844	146,788	-0.1%	Shares	Sole	2026-04-27
2025-12-31	$7,233,033	146,983	-0.4%	Shares	Sole	2026-01-15
2025-09-30	$6,747,449	147,582	+4.9%	Shares	Sole	2025-10-14
2025-06-30	$6,046,414	140,647	-1.6%	Shares	Sole	2025-07-22
2025-03-31	$5,881,158	142,920	+0.3%	Shares	Sole	2025-04-22
2024-12-31	$6,182,344	142,516	+5.9%	Shares	Sole	2025-01-21
2024-09-30	$5,754,789	134,552	+5.0%	Shares	Sole	2024-10-15
2024-06-30	$4,978,239	128,140	+0.2%	Shares	Sole	2024-07-11
2024-03-31	$4,985,853	127,908	+4.3%	Shares	Sole	2024-04-26
2023-12-31	$4,527,315	122,625	+0.4%	Shares	Sole	2024-01-17
2023-09-30	$3,493,738	122,116	—	Shares	Sole	2024-01-05
No filing history on record for this holder in this stock.