Forvis Mazars Wealth Advisors, LLC

Position in TFC — Truist Financial Corp

CIK 1352864 Springfield, MO

Position in TFC

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$542,767

-$228,698 QoQ

Shares Held

11,807

-24.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

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")%

Financial Services · as of Mar 31, 2026

Forvis Mazars Wealth Advisors, LLC holds $7,366,778 across 14 Banks - Regional names. TFC ranks #7 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RF	Regions Financial Corp	33,395	$872,277
2	PNC	Pnc Financial Services Group, Inc.	3,608	$750,788
3	CBSH	Commerce Bancshares Inc /Mo/	13,817	$679,796
4	LKFN	Lakeland Financial Corp	11,722	$672,608
5	QCRH	Qcr Holdings Inc	7,672	$655,572
6	USB	US Bancorp De	11,361	$590,885
7	TFC	Truist Financial Corp This page	11,807	$542,767
8	FITB	Fifth Third Bancorp	11,543	$536,287

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$542,767	11,807	-24.7%	Shares	Sole	2026-05-01
2025-12-31	$771,465	15,677	+42.1%	Shares	Sole	2026-02-10
2025-09-30	$504,337	11,031	-8.2%	Shares	Sole	2025-10-30
2025-06-30	$516,825	12,022	-4.3%	Shares	Sole	2025-07-29
2025-03-31	$516,885	12,561	-44.9%	Shares	Sole	2025-05-13
2024-12-31	$989,758	22,816	-0.6%	Shares	Sole	2025-02-04
2024-09-30	$981,657	22,952	-4.3%	Shares	Sole	2024-11-14
2024-06-30	$931,273	23,971	-8.6%	Shares	Sole	2024-08-09
2024-03-31	$1,022,796	26,239	-15.9%	Shares	Sole	2024-04-19
2023-12-31	$1,152,014	31,203	-14.0%	Shares	Sole	2024-01-11
2023-09-30	$1,037,942	36,279	-5.9%	Shares	Sole	2023-10-26
2023-06-30	$1,169,597	38,537	+13.0%	Shares	Sole	2023-08-08
2023-03-31	$1,163,253	34,113	+19.7%	Shares	Sole	2023-04-27
2022-12-31	$1,226,570	28,505	-6.7%	Shares	Sole	2023-02-03
2022-09-30	$1,329,668	30,539	-3.3%	Shares	Sole	2022-10-14
2022-06-30	$1,498,266	31,589	+603.1%	Shares	Sole	2022-07-22
2022-03-31	$254,753	4,493	+6.9%	Shares	Sole	2022-05-10
2021-12-31	$246,027	4,202	-0.4%	Shares	Sole	2022-01-14
2021-09-30	$247,444	4,219	-0.4%	Shares	Sole	2021-10-14
2021-06-30	$235,153	4,237	+5.0%	Shares	Sole	2021-07-14
2021-03-31	$235,321	4,035	-40.1%	Shares	Sole	2021-04-23
2020-12-31	$322,616	6,731	+3.1%	Shares	Sole	2021-01-22
2020-09-30	$248,352	6,527	+6.8%	Shares	Sole	2020-11-05
2020-06-30	$229,430	6,110	-5.9%	Shares	Sole	2020-07-15
2020-03-31	$200,244	6,493	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.