Steward Partners Investment Advisory, LLC
Position in TFC — Truist Financial Corp
CIK 1723397
STAMFORD, CT
Position in TFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,582,716
+$409,037 QoQ
Shares Held
132,130
-1.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#338
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, 2026Steward Partners Investment Advisory, LLC holds $73,894,070 across 130 Banks - Regional names. TFC ranks #1 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
132,130 | $6,582,716 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
3,102 | $6,454,610 | |
| 3 | HWC |
Hancock Whitney Corp
|
78,807 | $5,888,459 | |
| 4 | RF |
Regions Financial Corp
|
154,417 | $4,663,393 | |
| 5 | FITB |
Fifth Third Bancorp
|
80,356 | $4,529,667 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
18,291 | $4,503,610 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
52,507 | $3,679,165 | |
| 8 | USB |
US Bancorp De
|
56,496 | $3,412,358 |
All Filings in TFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,582,716 | 132,130 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,173,679 | 134,298 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,765,007 | 76,509 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,504,529 | 76,652 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,890,389 | 67,234 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,954,693 | 71,803 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,305,348 | 260,612 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,250,514 | 52,619 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,132,319 | 106,366 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,973,199 | 76,275 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,730,108 | 46,861 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,438,516 | 85,233 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,354,732 | 44,637 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,639,391 | 48,076 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,794,307 | 41,699 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,744,691 | 40,071 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,095,504 | 44,181 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,746,321 | 48,436 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,824,510 | 48,241 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,132,572 | 36,361 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,841,157 | 33,174 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,222,575 | 38,110 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,397,495 | 29,157 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,092,986 | 28,725 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $985,612 | 26,248 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $725,480 | 23,524 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||