Atlantic Edge Private Wealth Management, LLC
Position in TFC — Truist Financial Corp
CIK 2011145
JACKSONVILLE, FL
Position in TFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$102,629
-$2,918 QoQ
Shares Held
2,060
-10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,428
of 1,678 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $1,085,552 across 17 Banks - Regional names. TFC ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABCB |
Ameris Bancorp
|
5,587 | $504,282 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
845 | $208,055 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
1,683 | $117,927 | |
| 4 | TFC |
Truist Financial Corp
This page
|
2,060 | $102,629 | |
| 5 | RNST |
Renasant Corp
|
1,098 | $46,708 | |
| 6 | USB |
US Bancorp De
|
700 | $42,280 | |
| 7 | CIB |
Grupo Cibest S.A.
|
300 | $23,829 | |
| 8 | NU |
Nu Holdings Ltd.
|
550 | $7,348 |
All Filings in TFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,629 | 2,060 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $105,547 | 2,296 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $110,525 | 2,246 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $102,687 | 2,246 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $96,555 | 2,246 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $116,084 | 2,821 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $119,121 | 2,746 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $122,792 | 2,871 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $84,343 | 2,171 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $78,388 | 2,011 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $78,159 | 2,117 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||