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Wealth Alliance Advisory Group, LLC

Position in TFC — Truist Financial Corp

CIK 1735734 Wichita, KS

Position in TFC

as of Mar 31, 2026 · filed Apr 9, 2026
Position Value
$586,163
-$35,310 QoQ
Shares Held
12,751
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 26.162653909497298.ToString("F0")% Shared 0.ToString("F0")% None 73.8373460905027.ToString("F0")%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

Wealth Alliance Advisory Group, LLC holds $3,933,661 across 7 Banks - Regional names. TFC ranks #2 (14.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 TFC
Truist Financial Corp
This page
12,751 $586,163

All Filings in TFC

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $586,163 12,751
2025-12-31 $621,473 12,629
2025-09-30 $577,169 12,624
2025-06-30 $542,705 12,624
2025-03-31 $519,477 12,624
2024-12-31 $564,417 13,011
2024-09-30 $556,480 13,011
2024-06-30 $505,477 13,011
2024-03-31 $507,168 13,011
2023-12-31 $466,078 12,624
2023-09-30 $369,355 12,910
2023-06-30 $391,818 12,910
2023-03-31 $473,887 13,897
2022-12-31 $595,406 13,837
2022-09-30 $606,555 13,931
2022-06-30 $663,782 13,995
2022-03-31 $784,047 13,828
2021-12-31 $806,409 13,773
2021-09-30 $802,156 13,677
2021-06-30 $755,188 13,607
2021-03-31 $799,392 13,707
2020-12-31 $649,115 13,543
2020-09-30 $516,642 13,578
2020-06-30 $509,478 13,568
2020-03-31 $418,437 13,568