WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in TFC — Truist Financial Corp

CIK 1632972 PLYMOUTH, MN

Position in TFC

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

Position Value

$30,205,467

+$2,715,637 QoQ

Shares Held

606,292

+1.4% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#137

of 1,681 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $416,678,715 across 152 Banks - Regional names. TFC ranks #3 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	291,021	$71,655,190
2	USB	US Bancorp \De\	582,496	$35,182,758
3	TFC	Truist Financial Corp This page	606,292	$30,205,467
4	MTB	M&T Bank Corp	84,778	$20,178,011
5	BPOP	Popular, Inc.	87,108	$14,301,391
6	CFG	Citizens Financial Group Inc/Ri	198,819	$13,931,247
7	HBAN	Huntington Bancshares Inc /Md/	737,223	$13,070,963
8	EWBC	East West Bancorp Inc	82,955	$10,708,660

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,205,467	606,292	+1.4%	Shares	Sole	2026-07-15
2026-03-31	$27,489,830	597,995	-26.4%	Shares	Sole	2026-04-08
2025-12-31	$39,977,613	812,388	+1.2%	Shares	Sole	2026-01-08
2025-09-30	$36,704,701	802,815	+5.7%	Shares	Sole	2025-10-29
2025-06-30	$32,637,019	759,177	+6.9%	Shares	Sole	2025-07-10
2025-03-31	$29,212,467	709,902	-16.8%	Shares	Sole	2025-04-16
2024-12-31	$37,003,703	853,013	+73.1%	Shares	Sole	2025-03-17
2024-09-30	$21,076,457	492,786	-3.6%	Shares	Sole	2024-10-24
2024-06-30	$19,857,478	511,132	+3.3%	Shares	Sole	2024-07-16
2024-03-31	$19,278,689	494,579	+9.7%	Shares	Sole	2024-04-15
2023-12-31	$16,644,754	450,833	+11.0%	Shares	Sole	2024-01-30
2023-09-30	$11,620,380	406,165	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.