TradeWell Securities, LLC.
Broker-DealerPosition in TFC — Truist Financial Corp
CIK 2066232
Fort Wayne, IN
Position in TFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$257,868
+$21,353 QoQ
Shares Held
5,176
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,266
of 1,678 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, 2026TradeWell Securities, LLC. holds $257,868 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
5,176 | $257,868 |
All Filings in TFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,868 | 5,176 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $236,515 | 5,145 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $251,758 | 5,116 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $232,486 | 5,085 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $223,676 | 5,203 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 | $211,881 | 5,149 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $230,391 | 5,311 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||