Cornerstone Financial Management LLC
Position in TFC — Truist Financial Corp
CIK 2110329
PROVIDENCE, RI
Position in TFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,618
+$896 QoQ
Shares Held
173
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,597
of 1,678 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cornerstone Financial Management LLC holds $271,527 across 44 Banks - Regional names. TFC ranks #10 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
782 | $22,701 | |
| 2 | EBC |
Eastern Bankshares, Inc.
|
1,000 | $22,240 | |
| 3 | HDB |
Hdfc Bank Ltd
|
780 | $20,147 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
304 | $19,228 | |
| 5 | WF |
Woori Financial Group Inc.
|
317 | $18,195 | |
| 6 | KB |
KB Financial Group Inc.
|
167 | $17,528 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
1,466 | $14,044 | |
| 8 | FITB |
Fifth Third Bancorp
|
215 | $12,119 |
All Filings in TFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,618 | 173 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,722 | 168 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,578 | 154 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||