BHK Investment Advisors, LLC

Position in TFC — Truist Financial Corp

CIK 1710539 BIRMINGHAM, AL

Position in TFC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$974,130

+$34,136 QoQ

Shares Held

19,553

-4.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.75%

of 13F equity value

Holder Rank

#751

of 1,678 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BHK Investment Advisors, LLC holds $2,435,146 across 4 Banks - Regional names. TFC ranks #1 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	19,553	$974,130
2	RF	Regions Financial Corp	21,915	$661,833
3	NU	Nu Holdings Ltd.	30,000	$400,800
4	PNC	Pnc Financial Services Group, Inc.	1,618	$398,383

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$974,130	19,553	-4.4%	Shares	Sole	2026-07-28
2026-03-31	$939,994	20,448	-8.7%	Shares	Sole	2026-04-29
2025-12-31	$1,102,057	22,395	+3.3%	Shares	Sole	2026-02-03
2025-09-30	$990,752	21,670	-0.7%	Shares	Sole	2025-11-05
2025-06-30	$937,912	21,817	-1.2%	Shares	Sole	2025-08-07
2025-03-31	$908,880	22,087	-24.8%	Shares	Sole	2025-05-01
2024-12-31	$1,273,940	29,367	+1.5%	Shares	Sole	2025-02-04
2024-09-30	$1,237,849	28,942	-18.1%	Shares	Sole	2024-11-12
2024-06-30	$1,373,230	35,347	-17.5%	Shares	Sole	2024-08-06
2024-03-31	$1,670,254	42,849	+70.5%	Shares	Sole	2024-05-08
2023-12-31	$927,615	25,125	-31.0%	Shares	Sole	2024-01-29
2023-09-30	$1,042,033	36,422	-16.0%	Shares	Sole	2023-11-13
2023-06-30	$1,316,552	43,379	+13.2%	Shares	Sole	2023-08-07
2023-03-31	$1,306,371	38,310	+87.6%	Shares	Sole	2023-05-09
2022-12-31	$878,715	20,421	-4.1%	Shares	Sole	2023-02-02
2022-09-30	$927,271	21,297	+0.3%	Shares	Sole	2022-11-01
2022-06-30	$1,007,270	21,237	+28.0%	Shares	Sole	2022-08-04
2022-03-31	$940,482	16,587	+0.6%	Shares	Sole	2022-05-05
2021-12-31	$965,665	16,493	-4.4%	Shares	Sole	2022-02-07
2021-09-30	$1,012,181	17,258	-0.3%	Shares	Sole	2021-11-01
2021-06-30	$960,483	17,306	-6.9%	Shares	Sole	2021-08-03
2021-03-31	$1,084,285	18,592	0.0%	Shares	Sole	2021-04-19
2020-12-31	$891,114	18,592	+0.2%	Shares	Sole	2021-02-01
2020-09-30	$706,169	18,559	+20.0%	Shares	Sole	2020-10-22
2020-06-30	$580,973	15,472	-15.4%	Shares	Sole	2020-07-30
2020-03-31	$564,217	18,295	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.