Position in TFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$674,214
+$52,102 QoQ
Shares Held
13,533
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#897
of 1,678 holders
Holding Since
Dec 2024
7 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, 2026Pines Wealth Management, LLC holds $1,916,640 across 2 Banks - Regional names. TFC ranks #2 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,046 | $1,242,426 | |
| 2 | TFC |
Truist Financial Corp
This page
|
13,533 | $674,214 |
All Filings in TFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,214 | 13,533 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $622,112 | 13,533 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $753,749 | 15,317 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $688,040 | 15,049 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $688,656 | 16,019 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $670,745 | 16,300 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $727,829 | 16,778 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||