Alliance Private Wealth, LLC

Position in TFC — Truist Financial Corp

CIK 2109849 NORTH READING, MA

Position in TFC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,049,508

+$30,537 QoQ

Shares Held

21,066

-5.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#726

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

Alliance Private Wealth, LLC holds $4,386,141 across 5 Banks - Regional names. TFC ranks #1 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	21,066	$1,049,508
2	FITB	Fifth Third Bancorp	18,453	$1,040,195
3	HBAN	Huntington Bancshares Inc /Md/	47,006	$833,416
4	INDB	Independent Bank Corp	9,238	$773,405
5	EBC	Eastern Bankshares, Inc.	31,008	$689,617

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,049,508	21,066	-5.0%	Shares	Sole	2026-07-09
2026-03-31	$1,018,971	22,166	+2.8%	Shares	Sole	2026-05-13
2025-12-31	$1,061,558	21,572	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.