Cornerstone Advisory, LLC

Position in TFC — Truist Financial Corp

CIK 1668189 HUNT VALLEY, MD

Position in TFC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$945,234

+$77,781 QoQ

Shares Held

18,973

+0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#760

of 1,678 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Advisory, LLC holds $2,038,520 across 5 Banks - Regional names. TFC ranks #1 (46.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	18,973	$945,234
2	LCNB	Lcnb Corp	21,001	$369,407
3	USB	US Bancorp De	4,454	$269,021
4	PNC	Pnc Financial Services Group, Inc.	938	$230,954
5	AUB	Atlantic Union Bankshares Corp	5,292	$223,904

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$945,234	18,973	+0.5%	Shares	Sole	2026-07-29
2026-03-31	$867,453	18,870	+1.0%	Shares	Sole	2026-05-04
2025-12-31	$919,144	18,678	+0.2%	Shares	Sole	2026-01-28
2025-09-30	$852,586	18,648	+0.4%	Shares	Sole	2025-11-07
2025-06-30	$798,109	18,565	-2.7%	Shares	Sole	2025-07-30
2025-03-31	$785,512	19,089	+0.3%	Shares	Sole	2025-05-07
2024-12-31	$825,521	19,030	-3.9%	Shares	Sole	2025-02-18
2024-09-30	$846,803	19,799	-2.7%	Shares	Sole	2024-11-12
2024-06-30	$790,752	20,354	+3.6%	Shares	Sole	2024-08-14
2024-03-31	$765,801	19,646	+0.4%	Shares	Sole	2024-05-08
2023-12-31	$722,376	19,566	-8.5%	Shares	Sole	2024-02-13
2023-09-30	$612,053	21,393	-37.0%	Shares	Sole	2023-11-14
2023-06-30	$1,030,321	33,948	+1.9%	Shares	Sole	2023-07-20
2023-03-31	$1,136,007	33,314	-2.0%	Shares	Sole	2023-05-04
2022-12-31	$1,462,761	33,994	+3.4%	Shares	Sole	2023-02-13
2022-09-30	$1,431,159	32,870	-0.3%	Shares	Sole	2022-10-26
2022-06-30	$1,564,146	32,978	-39.9%	Shares	Sole	2022-08-02
2022-03-31	$3,113,622	54,914	+13.8%	Shares	Sole	2022-05-20
2021-12-31	$2,826,383	48,273	0.0%	Shares	Sole	2022-02-23
2021-09-30	$2,831,210	48,273	-1.7%	Shares	Sole	2021-11-16
2021-06-30	$2,726,215	49,121	+105.8%	Shares	Sole	2021-08-16
2021-03-31	$1,392,156	23,871	-0.7%	Shares	Sole	2021-05-13
2020-12-31	$1,151,996	24,035	+122.5%	Shares	Sole	2021-05-11
2020-09-30	$411,092	10,804	-46.6%	Shares	Sole	2020-11-12
2020-06-30	$760,349	20,249	+41.6%	Shares	Sole	2020-08-10
2020-03-31	$441,073	14,302	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.