Frederick Financial Consultants, LLC

Position in TFC — Truist Financial Corp

CIK 2055328 FREDERICK, MD

Position in TFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$284,173

+$6,423 QoQ

Shares Held

5,704

-5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,224

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

Frederick Financial Consultants, LLC holds $1,888,119 across 4 Banks - Regional names. TFC ranks #4 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	3,460	$851,921
2	STBA	S&T Bancorp Inc	9,411	$461,891
3	MTB	M&T Bank Corp	1,219	$290,134
4	TFC	Truist Financial Corp This page	5,704	$284,173

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,173	5,704	-5.6%	Shares	Sole	2026-08-14
2026-03-31	$277,750	6,042	+1.3%	Shares	Sole	2026-05-14
2025-12-31	$293,488	5,964	-2.1%	Shares	Defined	2026-02-10
2025-09-30	$278,434	6,090	+0.9%	Shares	Defined	2025-11-14
2025-06-30	$259,444	6,035	+0.5%	Shares	Defined	2025-08-05
2025-03-31	$247,064	6,004	+0.9%	Shares	Defined	2025-05-02
2024-12-31	$258,154	5,951	—	Shares	Defined	2025-02-13
No filing history on record for this holder in this stock.