Paragon Private Wealth Management, LLC Truist Financial Corp Transaction History
Paragon Private Wealth Management, LLC
- $237 Million
- Q2 2025
A detailed history of Paragon Private Wealth Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 9,870 shares of TFC stock, worth $447,407. This represents 0.18% of its overall portfolio holdings.
Number of Shares
9,870
Previous 7,266
35.84%
Holding current value
$447,407
Previous $298,000
42.28%
% of portfolio
0.18%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding TFC
# of Institutions
1,773Shares Held
970MCall Options Held
11.6MPut Options Held
6.37M-
Vanguard Group Inc Valley Forge, PA120MShares$5.46 Billion0.09% of portfolio
-
Capital International Investors Los Angeles, CA107MShares$4.86 Billion0.83% of portfolio
-
Black Rock Inc. New York, NY99MShares$4.49 Billion0.09% of portfolio
-
State Street Corp Boston, MA60.1MShares$2.72 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC38.7MShares$1.76 Billion0.13% of portfolio
About TRUIST FINANCIAL CORP
- Ticker TFC
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 1,326,770,048
- Market Cap $60.1B
- Description
- Truist Financial Corporation, a holding company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. Its deposit products include noninterest-bearing checking, interest-bearing ch...