Beacon Financial Strategies CORP

Position in TFC — Truist Financial Corp

CIK 2084239 RALEIGH, NC

Position in TFC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$107,212

+$8,285 QoQ

Shares Held

2,152

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#1,425

of 1,678 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beacon Financial Strategies CORP holds $208,371 across 5 Banks - Regional names. TFC ranks #1 (51.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	2,152	$107,212
2	PNC	Pnc Financial Services Group, Inc.	167	$41,118
3	FITB	Fifth Third Bancorp	551	$31,059
4	FCNCA	First Citizens Bancshares Inc /De/	10	$20,807
5	UCB	United Community Banks Inc	233	$8,175

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$107,212	2,152	0.0%	Shares	Sole	2026-07-08
2026-03-31	$98,927	2,152	0.0%	Shares	Sole	2026-04-08
2025-12-31	$105,899	2,152	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.