BankPlus Wealth Management LLC

Position in TFC — Truist Financial Corp

CIK 2051117 JACKSON, MS

Position in TFC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$447,084

+$48,617 QoQ

Shares Held

8,974

+3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#1,049

of 1,678 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BankPlus Wealth Management LLC holds $1,495,988 across 4 Banks - Regional names. TFC ranks #1 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	8,974	$447,084
2	TRMK	Trustmark Corp	9,601	$441,742
3	PNC	Pnc Financial Services Group, Inc.	1,554	$382,625
4	RF	Regions Financial Corp	7,435	$224,537

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$447,084	8,974	+3.5%	Shares	Sole	2026-07-20
2026-03-31	$398,467	8,668	+1.5%	Shares	Sole	2026-04-22
2025-12-31	$420,253	8,540	-3.3%	Shares	Sole	2026-02-04
2025-09-30	$403,844	8,833	+9.2%	Shares	Sole	2025-10-30
2025-06-30	$347,789	8,090	+2.3%	Shares	Sole	2025-07-16
2025-03-31	$325,496	7,910	+7.2%	Shares	Sole	2025-04-25
2024-12-31	$320,057	7,378	—	Shares	Sole	2025-01-22
No filing history on record for this holder in this stock.