JPL Wealth Management, LLC
Position in TFC — Truist Financial Corp
CIK 2010710
GREENWOOD VILLAGE, CO
Position in TFC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$61,645
-$2,088 QoQ
Shares Held
1,341
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026JPL Wealth Management, LLC holds $581,729 across 90 Banks - Regional names. TFC ranks #2 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
3,292 | $66,004 | |
| 2 | TFC |
Truist Financial Corp
This page
|
1,341 | $61,645 | |
| 3 | FITB |
Fifth Third Bancorp
|
1,052 | $48,875 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
173 | $35,999 | |
| 5 | USB |
US Bancorp De
|
654 | $34,014 | |
| 6 | MTB |
M&T Bank Corp
|
128 | $26,459 | |
| 7 | FHN |
First Horizon Corp
|
988 | $22,486 | |
| 8 | EWBC |
East West Bancorp Inc
|
165 | $17,615 |
All Filings in TFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,645 | 1,341 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $63,733 | 1,394 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||