MONETA GROUP INVESTMENT ADVISORS LLC
Position in TFC — Truist Financial Corp
CIK 1120927
ST LOUIS, MO
Position in TFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$425,263
-$110,287 QoQ
Shares Held
8,536
-26.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,072
of 1,678 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $50,243,161 across 21 Banks - Regional names. TFC ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSUN |
Firstsun Capital Bancorp
|
333,000 | $12,913,740 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
219,551 | $12,679,070 | |
| 3 | EFSC |
Enterprise Financial Services Corp
|
99,578 | $6,560,198 | |
| 4 | USB |
US Bancorp De
|
80,933 | $4,888,353 | |
| 5 | FMBH |
First Mid Bancshares, Inc.
|
66,368 | $3,191,637 | |
| 6 | BUSE |
First Busey Corp /Nv/
|
64,389 | $1,899,475 | |
| 7 | HWBK |
Hawthorn Bancshares, Inc.
|
44,745 | $1,758,478 | |
| 8 | BFC |
Bank First Corp
|
6,500 | $964,275 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,263 | 8,536 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $535,550 | 11,650 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $541,752 | 11,009 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $544,982 | 11,920 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $548,767 | 12,765 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $417,590 | 10,148 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $495,486 | 11,422 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $724,267 | 16,934 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $690,403 | 17,771 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $787,668 | 20,207 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $676,485 | 18,323 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $613,913 | 21,458 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $594,708 | 19,595 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $616,118 | 18,068 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,684,736 | 132,111 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $7,351,990 | 168,856 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,217,006 | 25,659 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,537,023 | 27,108 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,458,012 | 24,902 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,627,009 | 27,741 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,648,017 | 29,694 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,696,003 | 29,081 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,059,013 | 22,095 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $795,016 | 20,894 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $633,994 | 16,884 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $425,992 | 13,813 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||