Strategic Advisors LLC

Position in TFC — Truist Financial Corp

CIK 1569119 New York, NY

Position in TFC

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$723,521

-$67,628 QoQ

Shares Held

15,739

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

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%

Financial Services · as of Mar 31, 2026

Strategic Advisors LLC holds $2,182,219 across 3 Banks - Regional names. TFC ranks #2 (33.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFG	Citizens Financial Group Inc/Ri	21,270	$1,275,561
2	TFC	Truist Financial Corp This page	15,739	$723,521
3	CLBK	Columbia Financial, Inc.	10,459	$183,137

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$723,521	15,739	-2.1%	Shares	Sole	2026-05-14
2025-12-31	$791,149	16,077	-1.5%	Shares	Sole	2026-02-10
2025-09-30	$746,607	16,330	-0.7%	Shares	Sole	2025-11-03
2025-06-30	$706,755	16,440	-3.9%	Shares	Sole	2025-08-12
2025-03-31	$703,665	17,100	0.0%	Shares	Sole	2025-04-17
2024-12-31	$741,798	17,100	+9.6%	Shares	Sole	2025-01-31
2024-09-30	$667,212	15,600	0.0%	Shares	Sole	2024-10-09
2024-06-30	$606,060	15,600	0.0%	Shares	Sole	2024-07-11
2024-03-31	$608,088	15,600	-26.8%	Shares	Sole	2024-04-22
2023-12-31	$787,134	21,320	-2.2%	Shares	Sole	2024-01-19
2023-09-30	$623,783	21,803	-31.2%	Shares	Sole	2023-10-13
2023-06-30	$961,184	31,670	-11.0%	Shares	Sole	2023-07-31
2023-03-31	$1,213,550	35,588	+0.1%	Shares	Sole	2023-04-27
2022-12-31	$1,530,404	35,566	-3.2%	Shares	Sole	2023-01-23
2022-09-30	$1,599,790	36,743	-2.1%	Shares	Sole	2022-11-10
2022-06-30	$1,779,715	37,523	-6.4%	Shares	Sole	2022-08-03
2022-03-31	$2,273,896	40,104	-12.6%	Shares	Sole	2022-05-10
2021-12-31	$2,686,039	45,876	-1.7%	Shares	Sole	2022-01-21
2021-09-30	$2,737,371	46,673	-3.6%	Shares	Sole	2021-10-21
2021-06-30	$2,687,310	48,420	-4.8%	Shares	Sole	2021-08-10
2021-03-31	$2,966,738	50,870	-0.7%	Shares	Sole	2021-05-05
2020-12-31	$2,454,974	51,220	-11.9%	Shares	Sole	2021-02-11
2020-09-30	$2,212,493	58,147	-12.4%	Shares	Sole	2020-10-13
2020-06-30	$2,491,367	66,348	+104.6%	Shares	Sole	2020-08-12
2020-03-31	$999,925	32,423	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.