Position in TFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$226,730
+$20,923 QoQ
Shares Held
4,551
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,320
of 1,678 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PURSUIT WEALTH STRATEGIES, LLC holds $226,730 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
4,551 | $226,730 |
All Filings in TFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,730 | 4,551 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $205,807 | 4,477 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $225,135 | 4,575 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||