SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in TFC — Truist Financial Corp
CIK 1079935
LOS ANGELES, CA
Position in TFC
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$545,111
-$39,798 QoQ
Shares Held
11,858
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $4,119,841 across 8 Banks - Regional names. TFC ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,231 | $1,296,608 | |
| 2 | TFSL |
TFS Financial CORP
|
49,327 | $693,044 | |
| 3 | TFC |
Truist Financial Corp
This page
|
11,858 | $545,111 | |
| 4 | KEY |
Keycorp /New/
|
18,866 | $378,263 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
198 | $373,162 | |
| 6 | CCNE |
Cnb Financial Corp/Pa
|
10,025 | $290,324 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
18,526 | $289,931 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
8,509 | $253,398 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $545,111 | 11,858 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $584,909 | 11,886 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $752,459 | 16,458 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $765,995 | 17,818 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $658,358 | 15,999 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $719,760 | 16,592 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $701,555 | 16,403 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $640,363 | 16,483 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $269,195 | 6,906 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $254,378 | 6,890 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $248,620 | 8,690 | Shares | Defined | 2023-10-26 | |
| 2023-06-30 | $261,799 | 8,626 | Shares | Defined | 2023-07-20 | |
| 2023-03-31 | $252,271 | 7,398 | Shares | Defined | 2023-05-03 | |
| 2022-12-31 | $317,776 | 7,385 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $317,754 | 7,298 | Shares | Defined | 2022-10-20 | |
| 2022-06-30 | $344,910 | 7,272 | Shares | Defined | 2022-07-13 | |
| 2022-03-31 | $428,141 | 7,551 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $425,775 | 7,272 | Shares | Defined | 2022-01-20 | |
| 2021-09-30 | $439,053 | 7,486 | Shares | Defined | 2021-10-12 | |
| 2021-06-30 | $409,645 | 7,381 | Shares | Defined | 2021-07-16 | |
| 2021-03-31 | $431,976 | 7,407 | Shares | Defined | 2021-04-15 | |
| 2020-12-31 | $359,714 | 7,505 | Shares | Defined | 2021-01-13 | |
| 2020-09-30 | $283,053 | 7,439 | Shares | Defined | 2020-10-13 | |
| 2020-06-30 | $279,334 | 7,439 | Shares | Defined | 2020-07-21 | |
| 2020-03-31 | $229,418 | 7,439 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||