Aptus Capital Advisors, LLC

Position in TFC — Truist Financial Corp

CIK 1664193 FAIRHOPE, AL

Position in TFC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,470,199

+$530,984 QoQ

Shares Held

89,727

+4.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#392

of 1,678 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Financial Services · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $170,380,706 across 34 Banks - Regional names. TFC ranks #11 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	127,106	$31,296,039
2	EFSC	Enterprise Financial Services Corp	238,081	$15,684,776
3	SBCF	Seacoast Banking Corp Of Florida	447,558	$14,881,303
4	SYBT	Stock Yards Bancorp, Inc.	190,763	$14,587,646
5	WTFC	Wintrust Financial Corp	88,690	$14,254,256
6	GABC	German American Bancorp, Inc.	274,011	$13,004,562
7	CASH	Pathward Financial, Inc.	145,145	$12,636,323
8	HOMB	Home Bancshares Inc	386,554	$11,036,116

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,470,199	89,727	+4.7%	Shares	Sole	2026-08-12
2026-03-31	$3,939,215	85,691	+41.1%	Shares	Sole	2026-05-11
2025-12-31	$2,988,720	60,734	-0.4%	Shares	Sole	2026-02-13
2025-09-30	$2,786,679	60,951	+95.8%	Shares	Sole	2025-11-12
2025-06-30	$1,338,192	31,128	-0.5%	Shares	Sole	2025-08-11
2025-03-31	$1,287,130	31,279	+0.1%	Shares	Sole	2025-05-13
2024-12-31	$1,356,058	31,260	+27.2%	Shares	Sole	2025-02-14
2024-09-30	$1,051,372	24,582	+19.7%	Shares	Sole	2024-11-05
2024-06-30	$797,707	20,533	-59.4%	Shares	Sole	2024-07-31
2024-03-31	$1,969,620	50,529	+2.7%	Shares	Sole	2024-05-15
2023-12-31	$1,815,873	49,184	-6.1%	Shares	Sole	2024-02-13
2023-09-30	$1,498,563	52,379	+0.0%	Shares	Sole	2023-11-08
2023-06-30	$1,589,429	52,370	-7.7%	Shares	Sole	2023-08-11
2023-03-31	$1,933,913	56,713	-9.0%	Shares	Sole	2023-05-09
2022-12-31	$2,680,467	62,293	-0.4%	Shares	Sole	2023-02-13
2022-09-30	$2,722,251	62,523	+5.3%	Shares	Sole	2022-11-02
2022-06-30	$2,816,535	59,383	-4.3%	Shares	Sole	2022-07-29
2022-03-31	$3,519,142	62,066	+1.8%	Shares	Sole	2022-05-04
2021-12-31	$3,568,739	60,952	+13.4%	Shares	Sole	2022-02-02
2021-09-30	$3,153,727	53,772	+0.4%	Shares	Sole	2021-10-27
2021-06-30	$2,971,858	53,547	+1.7%	Shares	Sole	2021-07-27
2021-03-31	$3,071,131	52,660	+7.4%	Shares	Sole	2021-05-06
2020-12-31	$2,349,528	49,020	0.0%	Shares	Sole	2021-02-10
2020-09-30	$1,865,211	49,020	-3.9%	Shares	Sole	2020-10-19
2020-06-30	$1,915,801	51,020	-6.8%	Shares	Sole	2020-07-22
2020-03-31	$1,687,564	54,720	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.