Position in TFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$751,385
+$73,926 QoQ
Shares Held
15,082
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#847
of 1,681 holders
Holding Since
Sep 2021
6 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Advocacy Wealth Management, LLC holds $751,385 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
15,082 | $751,385 |
All Filings in TFC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $751,385 | 15,082 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $677,459 | 14,737 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $734,311 | 14,922 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $672,998 | 14,720 | Shares | Sole | 2025-11-14 | |
| 2021-12-31 | $10,363 | 177 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $10,381 | 177 | Shares | Sole | 2021-10-05 | |
| No filing history on record for this holder in this stock. | ||||||