Atria Investments, Inc

Position in TFC — Truist Financial Corp

CIK 1535865 Charlotte, NC

Position in TFC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,870,702

-$901,750 QoQ

Shares Held

97,766

-22.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#379

of 1,685 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Atria Investments, Inc holds $97,803,776 across 62 Banks - Regional names. TFC ranks #4 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	65,354	$16,091,461
2	USB	US Bancorp De	193,924	$11,713,009
3	PNFP	Pinnacle Financial Partners, Inc.	65,020	$6,559,217
4	TFC	Truist Financial Corp This page	97,766	$4,870,702
5	FITB	Fifth Third Bancorp	64,043	$3,610,103
6	RF	Regions Financial Corp	102,153	$3,085,020
7	UMBF	Umb Financial Corp	16,041	$2,290,013
8	CFG	Citizens Financial Group Inc/Ri	31,425	$2,201,949

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,870,702	97,766	-22.1%	Shares	Sole	2026-07-28
2026-03-31	$5,772,452	125,570	-17.1%	Shares	Sole	2026-05-05
2025-12-31	$7,455,315	151,500	+7.0%	Shares	Sole	2026-02-05
2025-09-30	$6,470,751	141,530	+3.8%	Shares	Sole	2025-11-06
2025-06-30	$5,859,966	136,310	+4.2%	Shares	Sole	2025-08-04
2025-03-31	$5,381,020	130,766	-2.2%	Shares	Sole	2025-05-06
2024-12-31	$5,802,942	133,770	+4.3%	Shares	Sole	2025-02-06
2024-09-30	$5,483,798	128,216	-3.3%	Shares	Sole	2024-11-01
2024-06-30	$5,149,567	132,550	+4.2%	Shares	Sole	2024-08-13
2024-03-31	$4,957,671	127,185	+18.6%	Shares	Sole	2024-05-21
2023-12-31	$3,960,076	107,261	-3.7%	Shares	Sole	2024-02-14
2023-09-30	$3,185,895	111,356	-14.8%	Shares	Sole	2023-11-07
2023-06-30	$3,968,687	130,764	-17.1%	Shares	Sole	2023-08-04
2023-03-31	$5,378,593	157,730	+0.7%	Shares	Sole	2023-05-10
2022-12-31	$6,741,036	156,659	+18.5%	Shares	Sole	2023-01-31
2022-09-30	$5,753,680	132,147	-4.6%	Shares	Sole	2022-11-01
2022-06-30	$6,569,624	138,512	+8.3%	Shares	Sole	2022-08-11
2022-03-31	$7,254,538	127,946	+16.6%	Shares	Sole	2022-05-02
2021-12-31	$6,424,164	109,721	+2.8%	Shares	Sole	2022-02-04
2021-09-30	$6,257,368	106,690	+12.3%	Shares	Sole	2021-11-16
2021-06-30	$5,274,498	95,036	+15.5%	Shares	Sole	2021-08-10
2021-03-31	$4,797,286	82,258	+36.6%	Shares	Sole	2021-05-11
2020-12-31	$2,885,577	60,204	+2.4%	Shares	Sole	2021-02-12
2020-09-30	$2,236,540	58,779	-12.6%	Shares	Sole	2020-11-05
2020-06-30	$2,526,364	67,280	-1.5%	Shares	Sole	2020-09-22
2020-03-31	$2,107,297	68,330	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.