McKinley Carter Wealth Services, Inc.
Position in TFC — Truist Financial Corp
CIK 1484265
WHEELING, WV
Position in TFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$417,242
+$37,254 QoQ
Shares Held
8,375
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,085
of 1,685 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026McKinley Carter Wealth Services, Inc. holds $6,825,614 across 6 Banks - Regional names. TFC ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHCO |
City Holding Co
|
15,306 | $2,030,187 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
7,824 | $1,926,425 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
31,572 | $1,446,944 | |
| 4 | MVBF |
Mvb Financial Corp
|
25,877 | $750,691 | |
| 5 | TFC |
Truist Financial Corp
This page
|
8,375 | $417,242 | |
| 6 | FCF |
First Commonwealth Financial Corp /Pa/
|
12,500 | $254,125 |
All Filings in TFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,242 | 8,375 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $379,988 | 8,266 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $405,834 | 8,247 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $573,237 | 12,538 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $537,074 | 12,493 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $808,885 | 19,657 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $839,489 | 19,352 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $872,935 | 20,410 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $793,161 | 20,416 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $886,327 | 22,738 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $291,741 | 7,902 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $288,331 | 10,078 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $305,654 | 10,071 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $343,182 | 10,064 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $584,132 | 13,575 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $407,969 | 9,370 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $524,480 | 11,058 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $233,433 | 4,117 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $411,606 | 7,030 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||