Avior Wealth Management, LLC

Position in TFC — Truist Financial Corp

CIK 1599868 OMAHA, NE

Position in TFC

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$476,727

-$528,498 QoQ

Shares Held

9,569

-56.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,024

of 1,681 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avior Wealth Management, LLC holds $4,135,266 across 9 Banks - Regional names. TFC ranks #4 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KEY	Keycorp /New/	41,464	$955,745
2	ZION	Zions Bancorporation, National Association /Ut/	12,026	$832,078
3	USB	US Bancorp De	9,364	$565,585
4	TFC	Truist Financial Corp This page	9,569	$476,727
5	ASB	Associated Banc-Corp	14,873	$457,642
6	PNC	Pnc Financial Services Group, Inc.	1,326	$326,487
7			6,333	$249,013
8	LYG	Lloyds Banking Group plc	26,128	$152,326

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$476,727	9,569	-56.2%	Shares	Sole	2026-07-07
2026-03-31	$1,005,225	21,867	+5.6%	Shares	Sole	2026-04-09
2025-12-31	$1,019,385	20,715	+0.3%	Shares	Sole	2026-01-06
2025-09-30	$944,392	20,656	+3.6%	Shares	Sole	2025-11-14
2025-06-30	$856,962	19,934	-2.2%	Shares	Sole	2025-07-17
2025-03-31	$838,431	20,375	+224.0%	Shares	Sole	2025-04-21
2024-12-31	$272,816	6,289	+41.8%	Shares	Sole	2025-01-17
2024-09-30	$189,642	4,434	-50.4%	Shares	Sole	2024-11-08
2024-06-30	$347,474	8,944	+81.4%	Shares	Sole	2024-08-13
2024-03-31	$192,171	4,930	+30.9%	Shares	Sole	2024-04-30
2023-12-31	$139,077	3,767	-30.9%	Shares	Sole	2024-01-30
2023-09-30	$156,010	5,453	+62.3%	Shares	Sole	2023-10-17
2023-06-30	$101,976	3,360	-22.5%	Shares	Sole	2023-07-19
2023-03-31	$147,925	4,338	+140.6%	Shares	Sole	2023-05-10
2022-12-31	$77,583	1,803	+0.2%	Shares	Sole	2023-02-14
2022-09-30	$78,372	1,800	-2.7%	Shares	Sole	2022-10-26
2022-06-30	$87,745	1,850	+0.1%	Shares	Sole	2022-08-10
2022-03-31	$104,781	1,848	+0.1%	Shares	Sole	2022-05-13
2021-12-31	$108,141	1,847	+11.5%	Shares	Sole	2022-02-14
2021-09-30	$97,183	1,657	-74.2%	Shares	Sole	2021-11-02
2021-06-30	$356,365	6,421	0.0%	Shares	Sole	2021-07-27
2021-03-31	$374,472	6,421	-1.4%	Shares	Sole	2021-05-11
2020-12-31	$312,167	6,513	+1.4%	Shares	Sole	2021-02-09
2020-09-30	$244,318	6,421	-14.4%	Shares	Sole	2020-10-20
2020-06-30	$281,661	7,501	-7.8%	Shares	Sole	2020-07-02
2020-03-31	$250,852	8,134	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.