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Bingham Private Wealth, LLC

SEC CIK
0002063211
Latest filing
Aug 11, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Bingham Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TFC overviewAll 13F holders of TFCFull Q2 2026 holdings

Shares (Q2 2026)
9,516
Value
$474.1K
% of portfolio
0.3%
Quarters held
6
Since Q4 2024
Holdings of TFC by Bingham Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,516$474.1K0.3%+40.0%AddedHolders
Q1 20269,512$437.3K0.3%−550−5.5%ReducedHolders
Q4 202510,062$495.2K0.4%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20259,323$400.8K0.4%−824−8.1%ReducedHolders
Q1 202510,147$417.5K0.4%+2,880+39.6%AddedHolders
Q4 20247,267$315.2K0.3%–No prior filingHolders