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Legacy Wealth Managment, LLC/ID

Position in TFC — Truist Financial Corp

CIK 2045082 BOISE, ID

Position in TFC

as of Mar 31, 2026 · filed May 7, 2026
Position Value
$19,399
+$11,329 QoQ
Shares Held
422
+157.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

All Filings in TFC

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $19,399 422
2025-12-31 $8,070 164
2025-09-30 $2,697 59
2025-06-30 $2,536 59
2025-03-31 $2,427 59
2024-12-31 $2,559 59
2024-09-30 $2,523 59