Providence Capital Advisors, LLC

Position in TFC — Truist Financial Corp

CIK 1730814 CHARLOTTE, NC

Position in TFC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$183,088

-$21,509 QoQ

Shares Held

3,675

-17.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,391

of 1,681 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Providence Capital Advisors, LLC holds $5,858,780 across 6 Banks - Regional names. TFC ranks #2 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	92,482	$5,585,912
2	TFC	Truist Financial Corp This page	3,675	$183,088
3	FITB	Fifth Third Bancorp	1,004	$56,595
4	FNB	Fnb Corp/Pa/	946	$18,049
5	LOB	Live Oak Bancshares, Inc.	200	$8,168
6	MPB	Mid Penn Bancorp Inc	200	$6,968

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$183,088	3,675	-17.9%	Shares	Sole	2026-08-11
2025-09-30	$204,597	4,475	-6.3%	Shares	Sole	2025-11-06
2025-06-30	$205,277	4,775	-5.9%	Shares	Sole	2025-08-13
2025-03-31	$208,836	5,075	+173.3%	Shares	Sole	2025-05-13
2024-09-30	$79,423	1,857	0.0%	Shares	Sole	2024-11-13
2024-06-30	$72,144	1,857	0.0%	Shares	Sole	2024-08-14
2024-03-31	$72,385	1,857	0.0%	Shares	Sole	2024-05-13
2023-12-31	$68,560	1,857	0.0%	Shares	Sole	2024-02-14
2023-09-30	$53,128	1,857	0.0%	Shares	Sole	2023-11-13
2023-06-30	$56,359	1,857	0.0%	Shares	Sole	2023-08-10
2023-03-31	$63,323	1,857	0.0%	Shares	Sole	2023-05-17
2022-12-31	$79,906	1,857	+358.5%	Shares	Sole	2023-02-07
2022-09-30	$17,633	405	-55.6%	Shares	Sole	2022-11-09
2022-06-30	$43,303	913	-35.4%	Shares	Sole	2022-08-09
2022-03-31	$80,117	1,413	+54.9%	Shares	Sole	2022-05-12
2021-12-31	$53,397	912	-98.7%	Shares	Sole	2022-02-11
2021-09-30	$4,166,085	71,033	+11.5%	Shares	Sole	2021-11-09
2021-06-30	$3,537,181	63,733	+14.1%	Shares	Sole	2021-08-09
2021-03-31	$3,256,180	55,833	+41879.7%	Shares	Sole	2021-05-13
2020-12-31	$6,374	133	0.0%	Shares	Sole	2021-02-11
2020-09-30	$5,060	133	-91.6%	Shares	Sole	2020-11-13
2020-06-30	$59,779	1,592	+1097.0%	Shares	Sole	2020-08-04
2020-03-31	$4,101	133	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.