OneDigital Investment Advisors LLC
Position in TFC — Truist Financial Corp
CIK 1690370
OVERLAND PARK, KS
Position in TFC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$5,634,772
-$634,582 QoQ
Shares Held
122,575
-3.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026OneDigital Investment Advisors LLC holds $20,673,754 across 31 Banks - Regional names. TFC ranks #1 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
122,575 | $5,634,772 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
672 | $1,266,491 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
5,796 | $1,206,089 | |
| 4 | NU |
Nu Holdings Ltd.
|
78,600 | $1,129,482 | |
| 5 | USB |
US Bancorp De
|
20,324 | $1,057,051 | |
| 6 | FITB |
Fifth Third Bancorp
|
22,425 | $1,041,865 | |
| 7 | IBN |
Icici Bank Ltd
|
28,436 | $736,492 | |
| 8 | LARK |
Landmark Bancorp Inc
|
24,491 | $607,376 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,634,772 | 122,575 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,269,354 | 127,400 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,757,568 | 38,442 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,600,173 | 37,222 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,565,304 | 38,039 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,470,842 | 33,906 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,420,348 | 33,209 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,256,175 | 32,334 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,111,124 | 28,505 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $976,681 | 26,454 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $713,676 | 24,945 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $812,378 | 26,767 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $915,994 | 26,862 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $857,630 | 19,931 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $774,315 | 17,784 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $875,794 | 18,465 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,013,739 | 17,879 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $996,052 | 17,012 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $1,019,395 | 17,381 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,011,043 | 18,217 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $706,371 | 12,112 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $279,192 | 5,825 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $208,285 | 5,474 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $242,347 | 6,454 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $236,265 | 7,661 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||