IFP Advisors, Inc

Position in TFC — Truist Financial Corp

CIK 1641866 TAMPA, FL

Position in TFC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$400,652

+$3,518 QoQ

Shares Held

8,042

-6.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,109

of 1,681 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $22,346,713 across 256 Banks - Regional names. TFC ranks #13 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	14,200	$3,496,324
2	MTB	M&T Bank Corp	8,298	$1,975,006
3	USB	US Bancorp \De\	30,443	$1,838,757
4	PGC	Peapack Gladstone Financial Corp	26,547	$1,256,469
5	NBTB	Nbt Bancorp Inc	25,034	$1,235,928
6	WSBC	Wesbanco Inc	25,294	$987,224
7	CFG	Citizens Financial Group Inc/Ri	9,945	$696,846
8	NU	Nu Holdings Ltd.	42,950	$573,812

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$400,652	8,042	-6.9%	Shares	Sole	2026-07-20
2026-03-31	$397,134	8,639	+5.3%	Shares	Sole	2026-04-13
2025-12-31	$403,768	8,205	+2.4%	Shares	Sole	2026-02-06
2025-09-30	$366,262	8,011	+4.6%	Shares	Sole	2026-02-06
2025-06-30	$329,389	7,662	-8.9%	Shares	Sole	2025-07-24
2025-03-31	$345,906	8,406	+2.3%	Shares	Sole	2025-05-05
2024-12-31	$356,583	8,220	+17.3%	Shares	Sole	2025-02-04
2024-09-30	$299,774	7,009	-34.1%	Shares	Sole	2025-02-04
2024-06-30	$413,480	10,643	-14.4%	Shares	Sole	2024-07-30
2024-03-31	$484,482	12,429	+45.5%	Shares	Sole	2024-07-30
2023-12-31	$315,481	8,545	-10.1%	Shares	Sole	2024-01-09
2023-09-30	$272,081	9,510	-29.7%	Shares	Sole	2023-10-12
2023-06-30	$410,423	13,523	-2.9%	Shares	Sole	2023-08-04
2023-03-31	$474,910	13,927	-65.7%	Shares	Sole	2023-04-18
2022-12-31	$2,221	40,597	+6.6%	Shares	Sole	2023-02-07
2022-09-30	$1,658,090	38,082	+173000.0%	Shares	Sole	2022-11-08
2022-06-30	$1,043	22	-99.9%	Shares	Sole	2022-08-12
2022-03-31	$898,808	15,852	+5.0%	Shares	Sole	2022-08-08
2021-12-31	$884,280	15,103	+2.0%	Shares	Sole	2022-01-12
2021-09-30	$868,195	14,803	+39.9%	Shares	Sole	2021-10-06
2021-06-30	$587,134	10,579	-18.5%	Shares	Sole	2021-07-13
2021-03-31	$757,460	12,988	+2.3%	Shares	Sole	2021-04-30
2020-12-31	$608,279	12,691	+32.0%	Shares	Sole	2021-01-25
2020-09-30	$365,774	9,613	+8.0%	Shares	Sole	2020-10-29
2020-06-30	$334,307	8,903	-4.1%	Shares	Sole	2020-08-05
2020-03-31	$286,195	9,280	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.