Plante Moran Financial Advisors, LLC
Position in TFC — Truist Financial Corp
CIK 1424717
SOUTHFIELD, MI
Position in TFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,618
+$666 QoQ
Shares Held
173
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,598
of 1,678 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, 2026Plante Moran Financial Advisors, LLC holds $1,229,180 across 75 Banks - Regional names. TFC ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AROW |
Arrow Financial Corp
|
4,905 | $201,055 | |
| 2 | FITB |
Fifth Third Bancorp
|
3,178 | $179,143 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
8,728 | $154,747 | |
| 4 | NBTB |
Nbt Bancorp Inc
|
2,991 | $147,665 | |
| 5 | STEL |
Stellar Bancorp, Inc.
|
2,985 | $117,370 | |
| 6 | WTFC |
Wintrust Financial Corp
|
686 | $110,253 | |
| 7 | WAL |
Western Alliance Bancorporation
|
964 | $79,240 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
1,990 | $63,779 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,618 | 173 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,952 | 173 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,513 | 173 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,909 | 173 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,437 | 173 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,118 | 173 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $9,934 | 229 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $10,735 | 251 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,721 | 173 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,743 | 173 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $14,546 | 394 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $29,268 | 1,023 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $32,292 | 1,064 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $32,736 | 960 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $42,040 | 977 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $41,101 | 944 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $49,801 | 1,050 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $52,731 | 930 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $67,273 | 1,149 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $121,346 | 2,069 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $49,062 | 884 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $98,502 | 1,689 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $39,973 | 834 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $30,858 | 811 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $30,152 | 803 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $19,830 | 643 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||