Beacon Pointe Advisors, LLC

Position in TFC — Truist Financial Corp

CIK 1744317 NEWPORT BEACH, CA

Position in TFC

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$1,729,202

-$17,749 QoQ

Shares Held

34,709

-8.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#598

of 1,685 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $73,716,083 across 38 Banks - Regional names. TFC ranks #8 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GBCI	Glacier Bancorp, Inc.	550,566	$28,398,194
2	USB	US Bancorp De	107,970	$6,521,388
3	PNC	Pnc Financial Services Group, Inc.	25,810	$6,354,938
4	FBNC	First Bancorp /Nc/	62,033	$3,965,769
5	SSB	SouthState Bank Corp	28,572	$2,854,342
6	FITB	Fifth Third Bancorp	44,896	$2,530,787
7	RF	Regions Financial Corp	71,456	$2,157,971
8	TFC	Truist Financial Corp This page	34,709	$1,729,202

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,729,202	34,709	-8.7%	Shares	Sole	2026-08-18
2026-03-31	$1,746,951	38,002	+112.7%	Shares	Sole	2026-05-15
2025-12-31	$879,038	17,863	+117.8%	Shares	Sole	2026-02-18
2025-09-30	$374,995	8,202	-76.2%	Shares	Sole	2025-11-14
2025-06-30	$1,480,962	34,449	+1.4%	Shares	Sole	2025-08-13
2025-03-31	$1,398,277	33,980	-3.2%	Shares	Sole	2025-05-13
2024-12-31	$1,522,160	35,089	+134.5%	Shares	Sole	2025-02-14
2024-09-30	$639,967	14,963	-29.5%	Shares	Sole	2024-11-14
2024-06-30	$824,513	21,223	-47.4%	Shares	Sole	2024-08-12
2024-03-31	$1,573,427	40,365	-4.5%	Shares	Sole	2024-05-14
2023-12-31	$1,559,759	42,247	-51.2%	Shares	Sole	2024-02-08
2023-09-30	$2,474,536	86,492	+133.8%	Shares	Sole	2023-11-14
2023-06-30	$1,122,616	36,989	+9.7%	Shares	Sole	2023-08-14
2023-03-31	$1,150,295	33,733	-26.2%	Shares	Sole	2023-05-12
2022-12-31	$1,966,686	45,705	+5.8%	Shares	Sole	2023-02-14
2022-09-30	$1,881,363	43,210	+75.6%	Shares	Sole	2022-11-09
2022-06-30	$1,167,442	24,614	-58.1%	Shares	Sole	2022-08-11
2022-03-31	$3,327,099	58,679	+209.0%	Shares	Sole	2022-05-17
2021-12-31	$1,111,805	18,989	-6.5%	Shares	Sole	2022-02-14
2021-09-30	$1,191,650	20,318	-18.1%	Shares	Sole	2021-11-15
2021-06-30	$1,377,510	24,820	+165.9%	Shares	Sole	2021-08-17
2021-03-31	$544,300	9,333	+4.9%	Shares	Sole	2021-05-18
2020-12-31	$426,385	8,896	+50.3%	Shares	Sole	2021-02-12
2020-09-30	$225,179	5,918	+6.3%	Shares	Sole	2020-11-16
2020-06-30	$209,040	5,567	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.