Partners in Financial Planning

Position in TFC — Truist Financial Corp

CIK 2054264 SALEM, VA

Position in TFC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$851,722

+$66,969 QoQ

Shares Held

17,096

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#793

of 1,681 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Partners in Financial Planning holds $2,536,015 across 5 Banks - Regional names. TFC ranks #1 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	17,096	$851,722
2	NKSH	National Bankshares Inc	21,431	$778,588
3	CARE	Carter Bankshares, Inc.	12,299	$418,288
4	AUB	Atlantic Union Bankshares Corp	6,262	$264,945
5	CFG	Citizens Financial Group Inc/Ri	3,175	$222,472

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$851,722	17,096	+0.1%	Shares	Sole	2026-08-10
2026-03-31	$784,753	17,071	+15.3%	Shares	Sole	2026-05-11
2025-12-31	$728,701	14,808	0.0%	Shares	Sole	2026-02-02
2025-09-30	$677,021	14,808	0.0%	Shares	Sole	2025-11-10
2025-06-30	$636,595	14,808	0.0%	Shares	Sole	2025-08-04
2025-03-31	$609,349	14,808	+8.2%	Shares	Sole	2025-04-30
2024-12-31	$593,438	13,680	0.0%	Shares	Sole	2025-02-12
2024-09-30	$585,093	13,680	+0.3%	Shares	Sole	2025-02-26
2024-06-30	$529,952	13,641	+0.2%	Shares	Sole	2025-02-26
2024-03-31	$530,556	13,611	0.0%	Shares	Sole	2025-02-26
2023-12-31	$502,518	13,611	0.0%	Shares	Sole	2025-02-26
2023-09-30	$389,410	13,611	0.0%	Shares	Sole	2025-03-04
2023-06-30	$413,093	13,611	-42.2%	Shares	Sole	2025-02-26
2023-03-31	$802,714	23,540	0.0%	Shares	Sole	2025-02-26
2022-12-31	$1,012,926	23,540	-0.1%	Shares	Sole	2025-05-05
2022-09-30	$1,025,715	23,558	-0.1%	Shares	Sole	2025-05-05
2022-06-30	$1,119,015	23,593	-7.1%	Shares	Sole	2025-05-05
2022-03-31	$1,440,123	25,399	-11.7%	Shares	Sole	2025-05-05
2021-12-31	$1,683,898	28,760	+0.1%	Shares	Sole	2025-05-05
2021-09-30	$1,685,073	28,731	+0.1%	Shares	Sole	2025-05-05
2021-06-30	$1,592,406	28,692	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.