Pathway Financial Advisors LLC
Position in TFC — Truist Financial Corp
CIK 1738828
SOUTH BURLINGTON, VT
Position in TFC
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$235,449
+$22,792 QoQ
Shares Held
4,726
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,308
of 1,678 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Pathway Financial Advisors LLC holds $235,449 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
4,726 | $235,449 |
All Filings in TFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,449 | 4,726 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $212,657 | 4,626 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $227,645 | 4,626 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $211,500 | 4,626 | Shares | Sole | 2025-10-10 | |
| 2025-03-31 | $496,227 | 12,059 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $525,939 | 12,124 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $507,423 | 11,864 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $460,916 | 11,864 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $462,458 | 11,864 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $438,018 | 11,864 | Shares | Sole | 2024-04-10 | |
| 2023-09-30 | $344,807 | 12,052 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $360,072 | 11,864 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $404,562 | 11,864 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $510,507 | 11,864 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $516,558 | 11,864 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $562,709 | 11,864 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $672,688 | 11,864 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $694,637 | 11,864 | Shares | Sole | 2022-02-02 | |
| 2021-03-31 | $691,908 | 11,864 | Shares | Sole | 2021-06-21 | |
| 2020-12-31 | $568,641 | 11,864 | Shares | Sole | 2021-03-02 | |
| 2020-09-30 | $451,425 | 11,864 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $461,414 | 12,288 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $378,961 | 12,288 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||