Position in TFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$217,862
New position
Shares Held
4,373
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#1,346
of 1,681 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Innovative Wealth Building LLC holds $634,220 across 2 Banks - Regional names. TFC ranks #2 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,691 | $416,358 | |
| 2 | TFC |
Truist Financial Corp
This page
|
4,373 | $217,862 |
All Filings in TFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,862 | 4,373 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||