MINDSET WEALTH MANAGEMENT, LLC

Position in TFC — Truist Financial Corp

CIK 2044232 INDIANAPOLIS, IN

Position in TFC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,858,485

+$189,269 QoQ

Shares Held

37,304

+2.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#584

of 1,685 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MINDSET WEALTH MANAGEMENT, LLC holds $3,852,460 across 4 Banks - Regional names. TFC ranks #1 (48.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	37,304	$1,858,485
2	FNB	Fnb Corp/Pa/	75,839	$1,447,008
3	NRIM	Northrim Bancorp Inc	11,252	$312,130
4	NKSH	National Bankshares Inc	6,464	$234,837

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,858,485	37,304	+2.7%	Shares	Sole	2026-08-04
2026-03-31	$1,669,216	36,311	+4.7%	Shares	Sole	2026-04-22
2025-12-31	$1,705,963	34,667	+0.6%	Shares	Sole	2026-02-12
2025-09-30	$1,575,785	34,466	-2.6%	Shares	Sole	2025-11-14
2025-06-30	$1,521,330	35,388	+1.6%	Shares	Sole	2025-08-11
2025-03-31	$1,432,966	34,823	-0.8%	Shares	Sole	2025-05-15
2024-12-31	$1,523,071	35,110	-4.7%	Shares	Sole	2025-02-11
2024-09-30	$1,575,903	36,846	—	Shares	Sole	2024-11-13
No filing history on record for this holder in this stock.