Brookwood Investment Group LLC

Position in TFC — Truist Financial Corp

CIK 2066812 PHOENIX, AZ

Position in TFC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$269,725

+$19,143 QoQ

Shares Held

5,414

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,245

of 1,678 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Brookwood Investment Group LLC holds $1,809,104 across 4 Banks - Regional names. TFC ranks #3 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORRF	Orrstown Financial Services Inc	19,609	$800,635
2	TFIN	Triumph Financial, Inc.	7,000	$534,170
3	TFC	Truist Financial Corp This page	5,414	$269,725
4	USB	US Bancorp De	3,387	$204,574

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,725	5,414	-0.7%	Shares	Sole	2026-07-23
2026-03-31	$250,582	5,451	-30.4%	Shares	Sole	2026-05-04
2025-03-31	$322,122	7,828	—	Shares	Sole	2025-05-06
No filing history on record for this holder in this stock.