LVW Advisors, LLC

Position in TFC — Truist Financial Corp

CIK 1576053 PITTSFORD, NY

Position in TFC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$828,556

+$177,391 QoQ

Shares Held

16,631

+17.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#802

of 1,681 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LVW Advisors, LLC holds $11,964,435 across 14 Banks - Regional names. TFC ranks #5 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	60,797	$3,672,138
2	PNC	Pnc Financial Services Group, Inc.	6,368	$1,567,928
3	MTB	M&T Bank Corp	4,991	$1,187,907
4	NWG	NatWest Group plc	47,857	$843,718
5	TFC	Truist Financial Corp This page	16,631	$828,556
6	RF	Regions Financial Corp	22,912	$691,942
7	LYG	Lloyds Banking Group plc	84,234	$491,084
8	BAP	Credicorp Ltd	1,257	$489,702

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$828,556	16,631	+17.4%	Shares	Sole	2026-07-15
2026-03-31	$651,165	14,165	+48.7%	Shares	Sole	2026-04-20
2025-12-31	$468,922	9,529	+1.3%	Shares	Sole	2026-01-14
2025-09-30	$430,270	9,411	-0.2%	Shares	Sole	2025-10-20
2025-06-30	$405,223	9,426	-24.3%	Shares	Sole	2025-07-17
2025-03-31	$512,194	12,447	-16.1%	Shares	Sole	2025-04-09
2024-12-31	$643,802	14,841	-29.7%	Shares	Sole	2025-01-16
2024-09-30	$903,302	21,120	+4.7%	Shares	Sole	2024-10-09
2024-06-30	$783,721	20,173	-6.9%	Shares	Sole	2024-07-15
2024-03-31	$844,384	21,662	+25.4%	Shares	Sole	2024-04-18
2023-12-31	$637,534	17,268	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.