Position in TFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,226,778
+$73,113 QoQ
Shares Held
84,841
-6.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#404
of 1,681 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, 2026Sterling Investment Advisors, Ltd. holds $4,226,778 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
84,841 | $4,226,778 |
All Filings in TFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,226,778 | 84,841 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,153,665 | 90,356 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,566,491 | 92,796 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,242,175 | 92,786 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,141,054 | 96,326 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,168,865 | 101,309 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,553,338 | 104,964 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,750,891 | 111,080 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,451,044 | 114,570 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,620,416 | 118,533 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,393,221 | 118,993 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,333,208 | 116,505 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,615,929 | 119,141 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,873,009 | 113,578 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,238,317 | 28,778 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,299,799 | 29,853 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,585,490 | 33,428 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,235,567 | 39,428 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,235,321 | 38,178 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,926,066 | 32,840 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $711,066 | 12,812 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $745,912 | 12,790 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $613,360 | 12,797 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $486,925 | 12,797 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $480,527 | 12,797 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $394,659 | 12,797 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||