Wealthcare Advisory Partners LLC
Position in TFC — Truist Financial Corp
CIK 1683059
WEST CHESTER, PA
Position in TFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$9,222,827
+$309,428 QoQ
Shares Held
185,123
-4.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#35
of 487 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $23,618,065 across 10 Banks - Regional names. TFC ranks #1 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
185,123 | $9,222,827 | |
| 2 | KEY |
Keycorp /New/
|
187,745 | $4,327,522 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
57,348 | $2,628,258 | |
| 4 | RF |
Regions Financial Corp
|
74,195 | $2,240,689 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
105,675 | $1,873,617 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
7,372 | $1,815,133 | |
| 7 | USB |
US Bancorp \De\
|
10,222 | $617,408 | |
| 8 | FXNC |
First National Corp /Va/
|
13,658 | $410,013 |
All Filings in TFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,222,827 | 185,123 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $8,913,399 | 193,896 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $9,977,130 | 202,746 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $9,903,774 | 216,618 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,086,753 | 211,369 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $9,493,469 | 230,704 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $10,992,058 | 253,390 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $10,814,608 | 252,855 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $9,388,685 | 241,665 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,540,050 | 219,088 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $7,942,045 | 215,115 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,617,024 | 161,378 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,812,629 | 158,571 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $4,628,631 | 135,737 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,062,488 | 71,171 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,443,438 | 33,152 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,221,701 | 25,758 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,475,447 | 26,022 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,551,340 | 26,496 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,608,124 | 27,419 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,394,160 | 25,120 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,610,040 | 27,607 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,358,048 | 28,334 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,208,810 | 31,769 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $813,145 | 21,655 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $681,995 | 22,114 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||