CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

Position in TFC — Truist Financial Corp

CIK 1710477 NEW YORK, NY

Position in TFC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$19,516,038

+$1,645,293 QoQ

Shares Held

391,731

+0.8% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

2.07%

of 13F equity value

Holder Rank

#177

of 1,678 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

CANTOR FITZGERALD INVESTMENT ADVISORS L.P. holds $52,059,571 across 4 Banks - Regional names. TFC ranks #1 (37.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	391,731	$19,516,038
2	USB	US Bancorp De	309,319	$18,682,867
3	FITB	Fifth Third Bancorp	240,575	$13,561,212
4	TCBI	Texas Capital Bancshares Inc/Tx	2,900	$299,454

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,516,038	391,731	+0.8%	Shares	Sole	2026-07-24
2026-03-31	$17,870,745	388,748	-1.7%	Shares	Sole	2026-04-23
2025-12-31	$19,461,127	395,471	-10.2%	Shares	Sole	2026-01-23
2025-09-30	$20,137,602	440,455	+0.8%	Shares	Sole	2025-10-21
2025-06-30	$18,790,370	437,087	+0.3%	Shares	Sole	2025-07-18
2025-03-31	$17,926,997	435,650	+4.6%	Shares	Sole	2025-04-22
2024-12-31	$18,061,870	416,364	+0.9%	Shares	Sole	2025-01-28
2024-09-30	$17,648,142	412,629	-0.1%	Shares	Sole	2024-10-25
2024-06-30	$16,049,012	413,102	-2.3%	Shares	Sole	2024-07-19
2024-03-31	$16,475,403	422,663	-1.1%	Shares	Sole	2024-04-30
2023-12-31	$15,782,820	427,487	+9.0%	Shares	Sole	2024-02-12
2022-03-31	$22,242,729	392,288	+95.6%	Shares	Sole	2022-05-11
2021-12-31	$11,740,387	200,519	+0.0%	Shares	Defined	2022-02-14
2021-09-30	$11,759,500	200,503	+0.5%	Shares	Sole	2021-10-14
2021-06-30	$11,075,025	199,550	—	Shares	Sole	2021-07-16
No filing history on record for this holder in this stock.