LAUREL OAK WEALTH MANAGEMENT, LLC

Position in TFC — Truist Financial Corp

CIK 2111403 MARLTON, NJ

Position in TFC

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$244,514

-$25,402 QoQ

Shares Held

5,319

-3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LAUREL OAK WEALTH MANAGEMENT, LLC holds $1,189,167 across 4 Banks - Regional names.

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	2,576	$634,262
2	USB	US Bancorp De	6,570	$396,828
3	MFG	Mizuho Financial Group Inc	12,084	$115,764
4	BBD	Bank Bradesco	12,194	$42,313

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$244,514	5,319	-3.0%	Shares	Sole	2026-04-21
2025-12-31	$269,916	5,485	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.