WBH ADVISORY INC

Position in TFC — Truist Financial Corp

CIK 1259671 BALTIMORE, MD

Position in TFC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$365,579

+$20,850 QoQ

Shares Held

7,338

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,132

of 1,678 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WBH ADVISORY INC holds $1,923,811 across 3 Banks - Regional names. TFC ranks #2 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	5,274	$1,298,564
2	TFC	Truist Financial Corp This page	7,338	$365,579
3	MTB	M&T Bank Corp	1,091	$259,668

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$365,579	7,338	-2.1%	Shares	Sole	2026-08-05
2026-03-31	$344,729	7,499	+6.4%	Shares	Sole	2026-04-27
2025-12-31	$346,782	7,047	+15.6%	Shares	Sole	2026-01-26
2025-09-30	$278,754	6,097	+3.2%	Shares	Sole	2025-10-30
2025-06-30	$254,070	5,910	-7.3%	Shares	Sole	2025-07-30
2025-03-31	$262,290	6,374	-0.3%	Shares	Sole	2025-05-12
2024-12-31	$277,415	6,395	-10.2%	Shares	Sole	2025-01-31
2024-09-30	$304,693	7,124	-0.9%	Shares	Sole	2024-10-15
2024-06-30	$279,214	7,187	-4.5%	Shares	Sole	2024-07-11
2024-03-31	$293,402	7,527	-6.6%	Shares	Sole	2024-04-16
2023-12-31	$297,685	8,063	-0.6%	Shares	Sole	2024-01-09
2023-09-30	$231,998	8,109	-35.8%	Shares	Sole	2023-10-10
2023-06-30	$383,502	12,636	+3.2%	Shares	Sole	2023-07-12
2023-03-31	$417,554	12,245	-9.0%	Shares	Sole	2023-04-20
2022-09-30	$585,700	13,452	+0.8%	Shares	Sole	2022-10-18
2022-06-30	$633,190	13,350	-0.4%	Shares	Sole	2022-07-12
2022-03-31	$759,780	13,400	+2.9%	Shares	Sole	2022-04-29
2021-12-31	$762,789	13,028	+2.5%	Shares	Sole	2022-01-28
2021-09-30	$745,324	12,708	+51.0%	Shares	Sole	2021-10-25
2021-06-30	$467,143	8,417	+1.2%	Shares	Sole	2021-07-27
2021-03-31	$485,047	8,317	-1.4%	Shares	Sole	2021-04-19
2020-12-31	$404,433	8,438	-7.6%	Shares	Sole	2021-01-21
2020-09-30	$347,586	9,135	+3.3%	Shares	Sole	2020-10-27
2020-06-30	$332,129	8,845	+9.0%	Shares	Sole	2020-08-05
2020-03-31	$250,143	8,111	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.