Riverbend Wealth Management, LLC
Position in TFC — Truist Financial Corp
CIK 2055570
Myrtle Beach, SC
Position in TFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$780,031
+$68,002 QoQ
Shares Held
15,657
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#832
of 1,681 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Riverbend Wealth Management, LLC holds $1,994,844 across 3 Banks - Regional names. TFC ranks #2 (39.1% of the industry book) .
All Filings in TFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $780,031 | 15,657 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $712,029 | 15,489 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $766,199 | 15,570 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $692,566 | 15,148 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $643,087 | 14,959 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $607,991 | 14,775 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $634,389 | 14,624 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||