Cannon Wealth Management Services, LLC
Position in TFC — Truist Financial Corp
CIK 2043725
WINSTON SALEM, NC
Position in TFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$205,407
+$202 QoQ
Shares Held
4,123
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,372
of 1,681 holders
Holding Since
Sep 2024
6 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, 2026Cannon Wealth Management Services, LLC holds $240,989 across 2 Banks - Regional names. TFC ranks #1 (85.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
4,123 | $205,407 | |
| 2 | BRBS |
Blue Ridge Bankshares, Inc.
|
10,080 | $35,582 |
All Filings in TFC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,407 | 4,123 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $205,205 | 4,170 | Shares | Sole | 2026-01-27 | |
| 2025-06-30 | $238,981 | 5,559 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $228,752 | 5,559 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $217,507 | 5,014 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $240,538 | 5,624 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||