Forvis Mazars Wealth Advisors, LLC
Position in TFC — Truist Financial Corp
CIK 1352864
Springfield, MO
Position in TFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$598,388
+$55,621 QoQ
Shares Held
12,011
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#941
of 1,689 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $8,482,604 across 15 Banks - Regional names. TFC ranks #7 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
33,395 | $1,008,529 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
3,592 | $884,422 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
13,805 | $797,238 | |
| 4 | QCRH |
Qcr Holdings Inc
|
7,672 | $746,869 | |
| 5 | LKFN |
Lakeland Financial Corp
|
11,722 | $723,481 | |
| 6 | FITB |
Fifth Third Bancorp
|
11,543 | $650,678 | |
| 7 | TFC |
Truist Financial Corp
This page
|
12,011 | $598,388 | |
| 8 | USB |
US Bancorp \De\
|
9,906 | $598,322 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,388 | 12,011 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $542,767 | 11,807 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $771,465 | 15,677 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $504,337 | 11,031 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $516,825 | 12,022 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $516,885 | 12,561 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $989,758 | 22,816 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $981,657 | 22,952 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $931,273 | 23,971 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,022,796 | 26,239 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,152,014 | 31,203 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,037,942 | 36,279 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,169,597 | 38,537 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,163,253 | 34,113 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,226,570 | 28,505 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,329,668 | 30,539 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,498,266 | 31,589 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $254,753 | 4,493 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $246,027 | 4,202 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $247,444 | 4,219 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $235,153 | 4,237 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $235,321 | 4,035 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $322,616 | 6,731 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $248,352 | 6,527 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $229,430 | 6,110 | 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. | ||||||