ROTHSCHILD INVESTMENT LLC

Position in TFC — Truist Financial Corp

CIK 85338 CHICAGO, IL

Position in TFC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,345,538

+$789,439 QoQ

Shares Held

27,008

+123.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#650

of 1,656 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $30,674,240 across 261 Banks - Regional names. TFC ranks #6 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	13,788	$3,394,881
2	CFG	Citizens Financial Group Inc/Ri	35,459	$2,484,612
3	PNFP	Pinnacle Financial Partners, Inc.	17,149	$1,729,991
4	WAL	Western Alliance Bancorporation	18,104	$1,488,148
5	FITB	Fifth Third Bancorp	25,460	$1,435,180
6	TFC	Truist Financial Corp This page	27,008	$1,345,538
7	EWBC	East West Bancorp Inc	9,842	$1,270,503
8	FNB	Fnb Corp/Pa/	63,360	$1,208,908

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,345,538	27,008	+123.3%	Shares	Sole	2026-08-06
2026-03-31	$556,099	12,097	+4.1%	Shares	Sole	2026-05-07
2025-12-31	$571,820	11,620	+12.7%	Shares	Sole	2026-02-10
2025-09-30	$471,281	10,308	-0.0%	Shares	Sole	2025-11-07
2025-06-30	$443,355	10,313	-3.3%	Shares	Sole	2025-08-11
2025-03-31	$438,905	10,666	-95.7%	Shares	Sole	2025-04-08
2024-12-31	$10,869,509	250,565	-0.5%	Shares	Sole	2025-02-04
2024-09-30	$10,769,400	251,798	-1.6%	Shares	Sole	2024-10-18
2024-06-30	$9,945,017	255,985	+0.3%	Shares	Sole	2024-07-31
2024-03-31	$9,947,851	255,204	+27.4%	Shares	Sole	2024-07-31
2023-12-31	$7,397,660	200,370	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.