Pitcairn Wealth Advisors LLC

Position in TFC — Truist Financial Corp

CIK 2089089 CONSHOHOCKEN, PA

Position in TFC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$515,039

+$38,836 QoQ

Shares Held

10,338

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#984

of 1,678 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Pitcairn Wealth Advisors LLC holds $1,628,954 across 3 Banks - Regional names. TFC ranks #2 (31.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTFC	Wintrust Financial Corp	4,976	$799,742
2	TFC	Truist Financial Corp This page	10,338	$515,039
3	MTB	M&T Bank Corp	1,320	$314,173

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$515,039	10,338	-0.2%	Shares	Sole	2026-08-10
2026-03-31	$476,203	10,359	+0.5%	Shares	Sole	2026-05-13
2025-12-31	$507,305	10,309	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.