FIDUCIENT ADVISORS LLC

Position in TFC — Truist Financial Corp

CIK 1729866 Chicago, IL

Position in TFC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$444,145

+$34,323 QoQ

Shares Held

8,915

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,055

of 1,681 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FIDUCIENT ADVISORS LLC holds $5,040,033 across 3 Banks - Regional names. TFC ranks #2 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BY	Byline Bancorp, Inc.	110,850	$4,174,611
2	TFC	Truist Financial Corp This page	8,915	$444,145
3	MTB	M&T Bank Corp	1,770	$421,277

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$444,145	8,915	0.0%	Shares	Sole	2026-08-07
2026-03-31	$409,822	8,915	0.0%	Shares	Sole	2026-05-11
2025-12-31	$438,707	8,915	0.0%	Shares	Sole	2026-02-10
2025-09-30	$407,593	8,915	0.0%	Shares	Sole	2025-10-30
2025-06-30	$383,255	8,915	0.0%	Shares	Sole	2025-08-12
2025-03-31	$366,852	8,915	-4.3%	Shares	Sole	2025-05-15
2024-12-31	$404,084	9,315	+4.5%	Shares	Sole	2025-02-13
2024-09-30	$381,294	8,915	0.0%	Shares	Sole	2024-10-25
2024-06-30	$346,347	8,915	0.0%	Shares	Sole	2024-08-06
2024-03-31	$347,506	8,915	-1.0%	Shares	Sole	2024-05-10
2023-12-31	$332,316	9,001	+0.6%	Shares	Sole	2024-02-05
2023-09-30	$255,945	8,946	-8.1%	Shares	Sole	2023-11-03
2023-06-30	$295,457	9,735	+5.3%	Shares	Sole	2023-08-02
2023-03-31	$315,152	9,242	+0.3%	Shares	Sole	2023-05-08
2022-12-31	$396,349	9,211	0.0%	Shares	Sole	2023-02-03
2022-09-30	$401,046	9,211	0.0%	Shares	Sole	2022-11-07
2022-06-30	$436,877	9,211	0.0%	Shares	Sole	2022-08-04
2022-03-31	$522,263	9,211	0.0%	Shares	Sole	2022-05-09
2021-12-31	$539,304	9,211	+1.5%	Shares	Sole	2022-02-11
2021-09-30	$532,190	9,074	-3.6%	Shares	Sole	2021-11-03
2021-06-30	$522,199	9,409	-1.7%	Shares	Sole	2021-08-12
2021-03-31	$558,064	9,569	-4.4%	Shares	Sole	2021-05-14
2020-12-31	$479,731	10,009	0.0%	Shares	Sole	2021-02-11
2020-09-30	$380,842	10,009	0.0%	Shares	Sole	2020-11-12
2020-06-30	$375,837	10,009	-9.1%	Shares	Sole	2020-08-11
2020-03-31	$339,517	11,009	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.