Wealth Advisors of Tampa Bay, LLC

Position in TFC — Truist Financial Corp

CIK 1715228 TAMPA, FL

Position in TFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,113,613

+$131,065 QoQ

Shares Held

42,425

-1.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#548

of 1,681 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealth Advisors of Tampa Bay, LLC holds $8,199,702 across 3 Banks - Regional names. TFC ranks #2 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	23,845	$5,871,115
2	TFC	Truist Financial Corp This page	42,425	$2,113,613
3	VLY	Valley National Bancorp	14,674	$214,974

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,113,613	42,425	-1.6%	Shares	Sole	2026-08-14
2026-03-31	$1,982,548	43,127	-7.5%	Shares	Sole	2026-05-14
2025-12-31	$2,293,284	46,602	-5.7%	Shares	Sole	2026-02-09
2025-09-30	$2,258,659	49,402	+0.6%	Shares	Sole	2025-11-13
2025-06-30	$2,110,894	49,102	+47.7%	Shares	Sole	2025-08-14
2025-03-31	$1,367,702	33,237	+52.4%	Shares	Sole	2025-05-15
2024-12-31	$946,334	21,815	-2.0%	Shares	Sole	2025-02-13
2024-09-30	$951,846	22,255	-0.7%	Shares	Sole	2024-11-04
2024-06-30	$870,434	22,405	+2.2%	Shares	Sole	2024-08-12
2024-03-31	$854,246	21,915	0.0%	Shares	Sole	2024-05-06
2023-12-31	$809,101	21,915	-76.0%	Shares	Sole	2024-01-25
2023-09-30	$2,612,379	91,310	+155.6%	Shares	Sole	2023-10-31
2023-06-30	$1,084,162	35,722	+20.2%	Shares	Sole	2023-08-03
2023-03-31	$1,013,008	29,707	-26.9%	Shares	Sole	2023-04-18
2022-12-31	$1,747,792	40,618	+0.6%	Shares	Sole	2023-02-14
2022-09-30	$1,758,058	40,378	-48.3%	Shares	Sole	2022-10-12
2022-06-30	$3,706,085	78,138	+0.2%	Shares	Sole	2022-07-18
2022-03-31	$4,419,651	77,948	-0.4%	Shares	Sole	2022-04-25
2021-12-31	$4,584,347	78,298	+100.4%	Shares	Sole	2022-02-10
2021-09-30	$2,291,396	39,069	+3.3%	Shares	Sole	2021-10-13
2021-06-30	$2,098,399	37,809	-3.2%	Shares	Sole	2021-07-27
2021-03-31	$2,277,104	39,045	-0.9%	Shares	Sole	2021-04-19
2020-12-31	$1,889,160	39,415	-0.9%	Shares	Sole	2021-01-22
2020-09-30	$1,513,058	39,765	+27.9%	Shares	Sole	2020-10-23
2020-06-30	$1,167,279	31,086	+3.5%	Shares	Sole	2020-08-11
2020-03-31	$926,248	30,034	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.