Transamerica Financial Advisors, LLC
Position in TFC — Truist Financial Corp
CIK 1502149
CEDAR RAPIDS, IA
Position in TFC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$578,958
-$47,061 QoQ
Shares Held
11,621
-14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#950
of 1,678 holders
Holding Since
Jun 2020
17 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, 2026Transamerica Financial Advisors, LLC holds $6,284,587 across 69 Banks - Regional names. TFC ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,155 | $2,007,924 | |
| 2 | USB |
US Bancorp De
|
32,347 | $1,953,758 | |
| 3 | TFC |
Truist Financial Corp
This page
|
11,621 | $578,958 | |
| 4 | FITB |
Fifth Third Bancorp
|
3,840 | $216,460 | |
| 5 | KB |
KB Financial Group Inc.
|
1,882 | $197,534 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
7,854 | $139,251 | |
| 7 | CUBI |
Customers Bancorp, Inc.
|
1,752 | $138,583 | |
| 8 | EWBC |
East West Bancorp Inc
|
934 | $120,570 |
All Filings in TFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $578,958 | 11,621 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $626,019 | 13,618 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $494,757 | 10,054 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $397,169 | 8,687 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $236,273 | 5,496 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $236,447 | 5,746 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $253,165 | 5,836 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $253,027 | 5,916 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $136,285 | 3,508 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $136,741 | 3,508 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $135,311 | 3,665 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $123,166 | 4,305 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $128,835 | 4,245 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $1 | 1 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $43 | 1 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $47 | 1 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $183,995 | 4,900 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||