UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in TFC — Truist Financial Corp
CIK 1463217
IRVING, TX
Position in TFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,995,267
-$149,399 QoQ
Shares Held
65,157
+2.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $56,458,897 across 60 Banks - Regional names. TFC ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCRH |
Qcr Holdings Inc
|
64,826 | $5,539,381 | |
| 2 | USB |
US Bancorp \De\
|
69,327 | $3,605,697 | |
| 3 | FITB |
Fifth Third Bancorp
|
74,595 | $3,465,683 | |
| 4 | TFC |
Truist Financial Corp
This page
|
65,157 | $2,995,267 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
14,073 | $2,928,450 | |
| 6 | HDB |
Hdfc Bank Ltd
|
110,536 | $2,750,135 | |
| 7 | MTB |
M&T Bank Corp
|
11,436 | $2,364,049 | |
| 8 | RF |
Regions Financial Corp
|
72,591 | $1,896,076 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,995,267 | 65,157 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,144,666 | 63,903 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,662,412 | 58,233 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,349,618 | 54,655 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,833,314 | 44,552 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,802,569 | 41,553 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,896,892 | 44,351 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,649,299 | 42,453 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,611,574 | 92,652 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,736,304 | 101,200 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,610,478 | 196,102 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,036,222 | 231,836 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,359,308 | 245,141 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $13,183,617 | 306,382 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $13,091,911 | 300,687 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,517,658 | 306,086 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $17,090,060 | 301,412 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $16,958,890 | 289,648 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $16,906,624 | 288,263 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,941,763 | 305,257 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $17,326,580 | 297,095 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $14,242,926 | 297,161 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $8,039,622 | 211,291 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $7,489,047 | 199,442 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $6,885,153 | 223,254 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||