FSB PREMIER WEALTH MANAGEMENT, INC.

Position in TFC — Truist Financial Corp

CIK 887748 WATERLOO, IA

Position in TFC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$343,857

-$19,949 QoQ

Shares Held

6,902

-12.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,154

of 1,678 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FSB PREMIER WEALTH MANAGEMENT, INC. holds $963,047 across 3 Banks - Regional names. TFC ranks #2 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	6,934	$418,813
2	TFC	Truist Financial Corp This page	6,902	$343,857
3	RF	Regions Financial Corp	6,635	$200,377

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$343,857	6,902	-12.8%	Shares	Sole	2026-08-12
2026-03-31	$363,806	7,914	+0.9%	Shares	Sole	2026-05-13
2025-12-31	$385,855	7,841	-8.2%	Shares	Sole	2026-02-03
2025-09-30	$390,403	8,539	-4.6%	Shares	Sole	2025-10-31
2025-06-30	$384,889	8,953	-1.7%	Shares	Sole	2025-08-15
2025-03-31	$374,753	9,107	-0.4%	Shares	Sole	2025-05-08
2024-12-31	$396,840	9,148	-8.9%	Shares	Sole	2025-02-12
2024-09-30	$429,410	10,040	-7.2%	Shares	Sole	2024-11-14
2024-06-30	$420,357	10,820	-11.2%	Shares	Sole	2024-08-02
2024-03-31	$474,932	12,184	-2.2%	Shares	Sole	2024-05-10
2023-12-31	$460,023	12,460	-5.2%	Shares	Sole	2024-02-09
2023-09-30	$376,049	13,144	-5.9%	Shares	Sole	2023-11-14
2023-06-30	$424,080	13,973	+13.0%	Shares	Sole	2023-08-11
2023-03-31	$421,782	12,369	+43.2%	Shares	Sole	2023-05-04
2022-12-31	$371,736	8,639	+3.6%	Shares	Sole	2023-02-06
2022-09-30	$363,123	8,340	-2.0%	Shares	Sole	2022-11-23
2022-06-30	$403,819	8,514	+0.7%	Shares	Sole	2022-08-01
2022-03-31	$479,171	8,451	-7.2%	Shares	Sole	2022-05-02
2021-12-31	$533,449	9,111	-12.6%	Shares	Sole	2022-02-03
2021-09-30	$611,133	10,420	-7.9%	Shares	Sole	2022-02-23
2021-06-30	$627,982	11,315	-3.1%	Shares	Sole	2022-02-22
2021-03-31	$681,235	11,681	-11.1%	Shares	Sole	2022-02-22
2020-12-31	$629,991	13,144	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.