Wealthspire Retirement, LLC

Pension

Position in TFC — Truist Financial Corp

CIK 2040084 ALISO VIEJO, CA

Position in TFC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$419,085

+$35,052 QoQ

Shares Held

8,412

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,078

of 1,678 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealthspire Retirement, LLC holds $1,379,815 across 3 Banks - Regional names. TFC ranks #3 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	8,380	$506,152
2	ZION	Zions Bancorporation, National Association /Ut/	6,570	$454,578
3	TFC	Truist Financial Corp This page	8,412	$419,085

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,085	8,412	+0.7%	Shares	Sole	2026-08-12
2026-03-31	$384,033	8,354	-3.1%	Shares	Sole	2026-05-13
2025-12-31	$424,387	8,624	+0.0%	Shares	Sole	2026-02-18
2025-09-30	$394,243	8,623	-3.3%	Shares	Sole	2026-02-06
2025-06-30	$383,255	8,915	-7.2%	Shares	Sole	2025-08-12
2025-03-31	$395,410	9,609	+0.1%	Shares	Sole	2025-05-13
2024-12-31	$416,448	9,600	+0.1%	Shares	Sole	2025-02-13
2024-09-30	$410,164	9,590	+0.1%	Shares	Sole	2025-02-13
2024-06-30	$372,221	9,581	+0.1%	Shares	Sole	2025-02-13
2024-03-31	$373,038	9,570	+2.0%	Shares	Sole	2025-02-13
2023-12-31	$346,272	9,379	+0.5%	Shares	Sole	2025-02-13
2023-09-30	$267,017	9,333	+0.1%	Shares	Sole	2025-02-13
2023-06-30	$282,862	9,320	+0.1%	Shares	Sole	2025-02-13
2023-03-31	$317,402	9,308	+0.1%	Shares	Sole	2025-02-13
2022-12-31	$400,179	9,300	+0.1%	Shares	Sole	2025-02-13
2022-09-30	$404,530	9,291	+0.1%	Shares	Sole	2025-02-13
2022-06-30	$440,292	9,283	+0.1%	Shares	Sole	2025-02-13
2022-03-31	$525,949	9,276	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.