Steward Partners Investment Advisory, LLC

Position in TFC — Truist Financial Corp

CIK 1723397 STAMFORD, CT

Position in TFC

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$6,173,679

+$2,408,672 QoQ

Shares Held

134,298

+75.5% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Steward Partners Investment Advisory, LLC holds $52,905,740 across 94 Banks - Regional names. TFC ranks #1 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	134,298	$6,173,679
2	FCNCA	First Citizens Bancshares Inc /De/	2,867	$5,403,320
3	HWC	Hancock Whitney Corp	75,095	$4,775,291
4	NU	Nu Holdings Ltd.	298,064	$4,283,179
5	FITB	Fifth Third Bancorp	89,816	$4,172,851
6	PNC	Pnc Financial Services Group, Inc.	18,342	$3,816,786
7	USB	US Bancorp De	62,626	$3,257,178
8	RF	Regions Financial Corp	120,150	$3,138,318

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,173,679	134,298	+75.5%	Shares	Sole	2026-05-08
2025-12-31	$3,765,007	76,509	-0.2%	Shares	Sole	2026-02-12
2025-09-30	$3,504,529	76,652	+14.0%	Shares	Sole	2025-11-12
2025-06-30	$2,890,389	67,234	-6.4%	Shares	Sole	2025-08-12
2025-03-31	$2,954,693	71,803	-72.4%	Shares	Sole	2025-05-13
2024-12-31	$11,305,348	260,612	+395.3%	Shares	Sole	2025-02-06
2024-09-30	$2,250,514	52,619	-50.5%	Shares	Sole	2024-11-14
2024-06-30	$4,132,319	106,366	+39.5%	Shares	Sole	2024-08-08
2024-03-31	$2,973,199	76,275	+62.8%	Shares	Sole	2024-05-15
2023-12-31	$1,730,108	46,861	-45.0%	Shares	Sole	2024-02-12
2023-09-30	$2,438,516	85,233	+90.9%	Shares	Sole	2023-11-13
2023-06-30	$1,354,732	44,637	-7.2%	Shares	Sole	2023-08-14
2023-03-31	$1,639,391	48,076	+15.3%	Shares	Sole	2023-05-15
2022-12-31	$1,794,307	41,699	+4.1%	Shares	Sole	2023-02-15
2022-09-30	$1,744,691	40,071	-9.3%	Shares	Sole	2022-11-10
2022-06-30	$2,095,504	44,181	-8.8%	Shares	Sole	2022-08-04
2022-03-31	$2,746,321	48,436	+0.4%	Shares	Sole	2022-05-02
2021-12-31	$2,824,510	48,241	+32.7%	Shares	Sole	2022-02-08
2021-09-30	$2,132,572	36,361	+9.6%	Shares	Sole	2021-11-12
2021-06-30	$1,841,157	33,174	-13.0%	Shares	Sole	2021-08-13
2021-03-31	$2,222,575	38,110	+30.7%	Shares	Sole	2021-05-17
2020-12-31	$1,397,495	29,157	+1.5%	Shares	Sole	2021-02-11
2020-09-30	$1,092,986	28,725	+9.4%	Shares	Sole	2020-10-30
2020-06-30	$985,612	26,248	+11.6%	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.