SEC 13F Intelligence

Grant Private Wealth Management Inc / TFC

Grant Private Wealth Management Inc’s Truist Finl Corp Position

Does Grant Private Wealth Management Inc own Truist Finl Corp (TFC)? Not currently — the last reported position was 124.7K shares worth $5M in Q2 2025; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$5M
Q2 2025
Shares
124.7K
% of Portfolio
+3.04%
Quarters Held
1
position exited

Position History TFC

Reported value by quarter
Q2 ’25: $5MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025124.7K$5M+3.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Grant Private Wealth Management Inc’s full portfolio or all institutional holders of TFC.