BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in TFC — Truist Financial Corp
CIK 1654599
MORRISTOWN, NJ
Position in TFC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$73,235
+$5,660 QoQ
Shares Held
1,470
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 96 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $6,136,916 across 18 Banks - Regional names. TFC ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFS |
Provident Financial Services Inc
|
130,643 | $3,088,400 | |
| 2 | MTB |
M&T Bank Corp
|
5,287 | $1,258,358 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
12,895 | $892,205 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
13,338 | $236,482 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
3,060 | $214,414 | |
| 6 | UCB |
United Community Banks Inc
|
3,334 | $116,990 | |
| 7 | TFC |
Truist Financial Corp
This page
|
1,470 | $73,235 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
215 | $52,937 |
All Filings in TFC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,235 | 1,470 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $67,575 | 1,470 | Shares | Sole | 2026-04-14 | |
| 2023-06-30 | $2,101,039 | 69,227 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,428,908 | 71,229 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,778,963 | 64,582 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,903,116 | 66,677 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $3,231,026 | 68,122 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $3,814,662 | 67,278 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,742,867 | 63,926 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,728,556 | 63,573 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,366,352 | 60,655 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,428,049 | 58,780 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $2,722,232 | 56,796 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,296,621 | 60,358 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,281,951 | 60,771 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $2,097,829 | 68,023 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||