LEVEL FOUR ADVISORY SERVICES, LLC

Position in TFC — Truist Financial Corp

CIK 1696715 DALLAS, TX

Position in TFC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,081,280

+$207,084 QoQ

Shares Held

41,776

+2.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#550

of 1,678 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LEVEL FOUR ADVISORY SERVICES, LLC holds $26,327,295 across 18 Banks - Regional names. TFC ranks #4 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FCNCA	First Citizens Bancshares Inc /De/	4,852	$10,095,993
2	RF	Regions Financial Corp	163,281	$4,931,086
3	PNC	Pnc Financial Services Group, Inc.	8,982	$2,211,548
4	TFC	Truist Financial Corp This page	41,776	$2,081,280
5	HBAN	Huntington Bancshares Inc /Md/	59,920	$1,062,381
6	LOB	Live Oak Bancshares, Inc.	24,995	$1,020,795
7	OZK	Bank OZK	16,778	$873,966
8	CBU	Community Financial System, Inc.	12,766	$856,853

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,081,280	41,776	+2.5%	Shares	Sole	2026-08-10
2026-03-31	$1,874,196	40,770	-1.8%	Shares	Sole	2026-05-14
2025-12-31	$2,043,838	41,533	+4.1%	Shares	Sole	2026-02-13
2025-09-30	$1,823,770	39,890	+2.6%	Shares	Sole	2025-11-12
2025-06-30	$1,671,279	38,876	-2.9%	Shares	Sole	2025-08-13
2025-03-31	$1,647,646	40,040	-2.6%	Shares	Sole	2025-05-14
2024-12-31	$1,783,525	41,114	+0.9%	Shares	Sole	2025-02-12
2024-09-30	$1,741,936	40,728	-58.0%	Shares	Sole	2024-11-14
2024-06-30	$3,763,943	96,884	+67.4%	Shares	Sole	2024-08-09
2024-03-31	$2,256,240	57,882	+2.1%	Shares	Sole	2024-05-13
2023-12-31	$2,092,219	56,669	-38.6%	Shares	Sole	2024-02-08
2023-09-30	$2,639,358	92,253	-18.9%	Shares	Sole	2023-11-13
2023-06-30	$3,453,314	113,783	+19.2%	Shares	Sole	2023-07-10
2023-03-31	$3,254,708	95,446	-16.0%	Shares	Sole	2023-06-05
2022-12-31	$4,889,584	113,632	+30.1%	Shares	Sole	2023-02-13
2022-09-30	$3,802,565	87,335	+0.4%	Shares	Sole	2022-11-07
2022-06-30	$4,127,074	87,014	+5.6%	Shares	Sole	2022-08-08
2022-03-31	$4,673,327	82,422	-5.0%	Shares	Sole	2022-05-10
2021-12-31	$5,078,861	86,744	+11.9%	Shares	Sole	2022-02-11
2021-09-30	$4,547,896	77,543	+10.2%	Shares	Sole	2021-10-12
2021-06-30	$3,903,703	70,337	+8.0%	Shares	Sole	2021-08-09
2021-03-31	$3,798,148	65,126	+0.1%	Shares	Sole	2021-05-10
2020-12-31	$3,119,715	65,089	-11.8%	Shares	Sole	2021-02-10
2020-09-30	$2,807,214	73,777	-6.3%	Shares	Sole	2020-11-02
2020-06-30	$2,956,086	78,724	+10.8%	Shares	Sole	2020-08-17
2020-03-31	$2,191,829	71,071	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.