Alteri Wealth LLC

Position in TFC — Truist Financial Corp

CIK 2054980 WESTLAKE VILLAGE, CA

Position in TFC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$756,915

+$90,718 QoQ

Shares Held

15,193

+4.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#842

of 1,677 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Alteri Wealth LLC holds $1,588,059 across 4 Banks - Regional names. TFC ranks #1 (47.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	15,193	$756,915
2	USB	US Bancorp De	5,611	$338,904
3	PNC	Pnc Financial Services Group, Inc.	1,171	$288,323
4	FCNCA	First Citizens Bancshares Inc /De/	98	$203,917

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$756,915	15,193	+4.8%	Shares	Sole	2026-07-29
2026-03-31	$666,197	14,492	-0.7%	Shares	Sole	2026-05-06
2025-12-31	$718,318	14,597	+0.1%	Shares	Sole	2026-02-11
2025-09-30	$666,460	14,577	+3.5%	Shares	Sole	2025-11-10
2025-06-30	$605,385	14,082	+8.7%	Shares	Sole	2025-08-11
2025-03-31	$533,139	12,956	-10.6%	Shares	Sole	2025-05-07
2024-12-31	$628,532	14,489	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.