Prime Capital Investment Advisors, LLC
Position in TFC — Truist Financial Corp
CIK 1731446
OVERLAND PARK, KS
Position in TFC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$718,740
-$60,401 QoQ
Shares Held
15,635
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 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, 2025CallValue
$0
CallShares
0
PutValue
$4,572
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 Mar 31, 2026Prime Capital Investment Advisors, LLC holds $25,303,428 across 26 Banks - Regional names. TFC ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
32,908 | $6,847,825 | |
| 2 | FITB |
Fifth Third Bancorp
|
77,020 | $3,578,349 | |
| 3 | CBC |
Central Bancompany, Inc.
|
124,310 | $2,977,224 | |
| 4 | FFIN |
First Financial Bankshares Inc
|
74,779 | $2,202,241 | |
| 5 | USB |
US Bancorp De
|
37,713 | $1,961,453 | |
| 6 | HDB |
Hdfc Bank Ltd
|
41,529 | $1,033,241 | |
| 7 | TFC |
Truist Financial Corp
This page
|
15,635 | $718,740 | |
| 8 | CFR |
Cullen/Frost Bankers, Inc.
|
5,008 | $686,496 |
All Filings in TFC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $718,740 | 15,635 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $779,141 | 15,833 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $586,679 | 12,832 | Shares | Sole | 2025-11-05 | |
| 2025-09-30 | $4,572 | 100 | Put | Sole | 2025-11-05 | |
| 2025-06-30 | $545,113 | 12,680 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $634,121 | 15,410 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $453,104 | 10,445 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $444,765 | 10,399 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $393,511 | 10,129 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $384,693 | 9,869 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $379,205 | 10,271 | Shares | Sole | 2024-01-24 | |
| 2020-06-30 | $39,164 | 1,043 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $33,646 | 1,091 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||