WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in TFC — Truist Financial Corp

CIK 1632972 PLYMOUTH, MN

Position in TFC

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$27,489,830

-$12,487,783 QoQ

Shares Held

597,995

-26.4% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 7.0353431048754596.ToString("F0")% Shared 0.ToString("F0")% None 92.96465689512455.ToString("F0")%

Financial Services · as of Mar 31, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $286,432,138 across 124 Banks - Regional names. TFC ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	254,284	$52,913,957
2	USB	US Bancorp De	581,710	$30,254,737
3	TFC	Truist Financial Corp This page	597,995	$27,489,830
4	CFG	Citizens Financial Group Inc/Ri	181,099	$10,860,507
5	HBAN	Huntington Bancshares Inc /Md/	639,846	$10,013,589
6	EWBC	East West Bancorp Inc	75,385	$8,048,102
7	MTB	M&T Bank Corp	37,747	$7,803,059
8	PB	Prosperity Bancshares Inc	98,878	$6,642,624

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.