FIDUCIARY FAMILY OFFICE, LLC
Family OfficePosition in TFC — Truist Financial Corp
CIK 2020280
Boca Raton, FL
Position in TFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$433,085
-$17,329 QoQ
Shares Held
8,693
-11.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,060
of 1,678 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FIDUCIARY FAMILY OFFICE, LLC holds $878,595 across 2 Banks - Regional names. TFC ranks #2 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
7,376 | $445,510 | |
| 2 | TFC |
Truist Financial Corp
This page
|
8,693 | $433,085 |
All Filings in TFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,085 | 8,693 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $450,414 | 9,798 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $588,748 | 11,964 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $667,603 | 14,602 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $599,796 | 13,952 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $937,808 | 22,790 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $1,669,184 | 39,027 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,549,260 | 39,878 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,538,423 | 39,467 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $532,607 | 14,426 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||