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Equibles

Wealth Alliance Advisory Group, LLC

Position in TFC — Truist Financial Corp

CIK 1735734 Wichita, KS
Back to TFC Full portfolio

Position in TFC

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$630,272
+$44,109 QoQ
Shares Held
12,651
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#924
of 1,689 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Wealth Alliance Advisory Group, LLC holds $4,081,362 across 7 Banks - Regional names. TFC ranks #2 (15.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EQBK
Equity Bancshares Inc
 36,062 $1,766,677
2 TFC
Truist Financial Corp
This page 		12,651 $630,272
3 RF
Regions Financial Corp
 14,646 $442,309
4 CBSH
Commerce Bancshares Inc /Mo/
 6,994 $403,903
5 USB
US Bancorp \De\
 6,382 $385,472
6 CNOB
ConnectOne Bancorp, Inc.
 10,385 $347,274
7 CFFN
Capitol Federal Financial, Inc.
 12,392 $105,455

All Filings in TFC

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $630,272 12,651
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