Baltimore-Washington Financial Advisors, Inc.
Position in TFC — Truist Financial Corp
CIK 1555486
Columbia, MD
Position in TFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$234,951
+$642 QoQ
Shares Held
4,716
-7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,309
of 1,678 holders
Holding Since
Dec 2021
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Baltimore-Washington Financial Advisors, Inc. holds $1,307,731 across 2 Banks - Regional names. TFC ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,357 | $1,072,780 | |
| 2 | TFC |
Truist Financial Corp
This page
|
4,716 | $234,951 |
All Filings in TFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,951 | 4,716 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $234,309 | 5,097 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $251,905 | 5,119 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $216,575 | 4,737 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $208,415 | 4,848 | Shares | Sole | 2025-08-13 | |
| 2021-12-31 | $207,091 | 3,537 | Shares | Sole | 2022-04-08 | |
| No filing history on record for this holder in this stock. | ||||||