HOWE & RUSLING INC

Position in TFC — Truist Financial Corp

CIK 769963 ROCHESTER, NY

Position in TFC

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

Position Value

$603,718

+$97,543 QoQ

Shares Held

12,118

+10.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#932

of 1,678 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

HOWE & RUSLING INC holds $4,906,820 across 7 Banks - Regional names. TFC ranks #3 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	7,001	$1,666,308
2	USB	US Bancorp De	19,333	$1,167,713
3	TFC	Truist Financial Corp This page	12,118	$603,718
4	NBTB	Nbt Bancorp Inc	11,485	$567,014
5	LOB	Live Oak Bancshares, Inc.	10,541	$430,494
6	EFSI	Eagle Financial Services Inc	6,500	$269,490
7	TMP	Tompkins Financial Corp	2,138	$202,083

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$603,718	12,118	+10.1%	Shares	Sole	2026-08-10
2026-03-31	$506,175	11,011	-1.5%	Shares	Sole	2026-04-28
2025-12-31	$550,167	11,180	-0.6%	Shares	Sole	2026-02-17
2025-09-30	$514,395	11,251	+1469.2%	Shares	Sole	2025-11-05
2022-09-30	$31,218	717	-11.7%	Shares	Sole	2022-11-14
2022-06-30	$38,513	812	-3.9%	Shares	Sole	2022-08-15
2022-03-31	$47,911	845	0.0%	Shares	Sole	2022-05-10
2021-12-31	$49,474	845	0.0%	Shares	Sole	2022-02-14
2021-09-30	$49,559	845	-16.0%	Shares	Sole	2021-11-15
2021-06-30	$55,833	1,006	-20.6%	Shares	Sole	2021-08-13
2021-03-31	$73,891	1,267	-3.6%	Shares	Sole	2021-05-13
2020-12-31	$62,980	1,314	+78.8%	Shares	Sole	2021-02-08
2020-09-30	$27,966	735	-26.0%	Shares	Sole	2020-11-06
2020-06-30	$37,287	993	-30.6%	Shares	Sole	2020-07-15
2020-03-31	$44,101	1,430	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.