Sequoia Financial Advisors, LLC

Position in TFC — Truist Financial Corp

CIK 1599900 Akron, OH

Position in TFC

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$3,213,119

+$8,663 QoQ

Shares Held

69,896

+7.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Sequoia Financial Advisors, LLC holds $95,468,125 across 76 Banks - Regional names. TFC ranks #6 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HBAN	Huntington Bancshares Inc /Md/	565,859	$8,855,693
2	USB	US Bancorp De	164,385	$8,549,663
3	ZION	Zions Bancorporation, National Association /Ut/	89,414	$5,152,034
4	WAL	Western Alliance Bancorporation	61,657	$4,368,398
5	PNC	Pnc Financial Services Group, Inc.	20,972	$4,364,063
6	TFC	Truist Financial Corp This page	69,896	$3,213,119
7	CFG	Citizens Financial Group Inc/Ri	49,442	$2,965,036
8	NU	Nu Holdings Ltd.	196,677	$2,826,248

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,213,119	69,896	+7.3%	Shares	Sole	2026-04-30
2025-12-31	$3,204,456	65,118	+51.0%	Shares	Sole	2026-02-03
2025-09-30	$1,971,309	43,117	+5.6%	Shares	Sole	2025-10-29
2025-06-30	$1,755,152	40,827	+6.5%	Shares	Sole	2025-07-25
2025-03-31	$1,577,402	38,333	+9.2%	Shares	Sole	2025-04-23
2024-12-31	$1,522,507	35,097	+1.8%	Shares	Sole	2025-08-08
2024-09-30	$1,474,752	34,481	-4.3%	Shares	Sole	2024-10-21
2024-06-30	$1,399,182	36,015	+4.1%	Shares	Sole	2024-07-15
2024-03-31	$1,348,474	34,594	-21.0%	Shares	Sole	2024-04-30
2023-12-31	$1,615,877	43,767	+30.9%	Shares	Sole	2024-01-26
2023-09-30	$956,518	33,433	-19.2%	Shares	Sole	2023-11-08
2023-06-30	$1,255,913	41,381	+7.4%	Shares	Sole	2023-08-08
2023-03-31	$1,313,702	38,525	-15.3%	Shares	Sole	2023-04-25
2022-12-31	$1,957,090	45,482	+13.3%	Shares	Sole	2023-02-10
2022-09-30	$1,748,566	40,160	-14.8%	Shares	Sole	2022-10-26
2022-06-30	$2,236,941	47,163	-62.7%	Shares	Sole	2022-07-22
2022-03-31	$7,167,560	126,412	+19.0%	Shares	Sole	2022-05-13
2021-12-31	$6,218,888	106,215	+1040.3%	Shares	Sole	2022-02-22
2021-09-30	$546,324	9,315	-84.3%	Shares	Sole	2021-10-26
2021-06-30	$3,299,641	59,453	+25.6%	Shares	Sole	2021-07-27
2021-03-31	$2,761,393	47,349	+391.0%	Shares	Sole	2021-05-14
2020-12-31	$462,236	9,644	+11.6%	Shares	Sole	2021-02-12
2020-09-30	$328,828	8,642	-22.9%	Shares	Sole	2020-10-23
2020-06-30	$420,747	11,205	+5.7%	Shares	Sole	2020-08-25
2020-03-31	$326,811	10,597	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.