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Equibles

Prime Capital Investment Advisors, LLC

Position in TFC — Truist Financial Corp

CIK 1731446 OVERLAND PARK, KS
Back to TFC Full portfolio

Position in TFC

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$783,867
+$65,127 QoQ
Shares Held
15,734
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Derivatives in TFC

reported options exposure · as of Sep 30, 2025
CallValue
$0
CallShares
0
PutValue
$39
PutShares
100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Prime Capital Investment Advisors, LLC holds $29,352,358 across 25 Banks - Regional names. TFC ranks #7 (2.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 33,722 $8,303,030
2 FITB
Fifth Third Bancorp
 76,112 $4,290,433
3 CBC
Central Bancompany, Inc.
 125,240 $3,804,791
4 FFIN
First Financial Bankshares Inc
 74,775 $2,587,215
5 USB
US Bancorp De
 35,952 $2,171,500
6 HDB
Hdfc Bank Ltd
 38,117 $984,562
7 TFC
Truist Financial Corp
This page 		15,734 $783,867
8 CFR
Cullen/Frost Bankers, Inc.
 5,008 $773,836

All Filings in TFC

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $783,867 15,734
2026-03-31 $718,740 15,635
2025-12-31 $779,141 15,833
2025-09-30 $586,679 12,832
2025-09-30 $39 100
2025-06-30 $545,113 12,680
2025-03-31 $634,121 15,410
2024-12-31 $453,104 10,445
2024-09-30 $444,765 10,399
2024-06-30 $393,511 10,129
2024-03-31 $384,693 9,869
2023-12-31 $379,205 10,271
2020-06-30 $39,164 1,043
2020-03-31 $33,646 1,091