Laurel Wealth Advisors LLC

Position in TFC — Truist Financial Corp

CIK 1757128 CHARLOTTE, NC

Position in TFC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,461,108

+$190,190 QoQ

Shares Held

49,400

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#510

of 1,681 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Laurel Wealth Advisors LLC holds $5,673,153 across 4 Banks - Regional names. TFC ranks #1 (43.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	49,400	$2,461,108
2	SSB	SouthState Bank Corp	15,019	$1,500,398
3	FITB	Fifth Third Bancorp	21,784	$1,227,964
4	USB	US Bancorp \De\	8,008	$483,683

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,461,108	49,400	0.0%	Shares	Sole	2026-07-17
2026-03-31	$2,270,918	49,400	0.0%	Shares	Sole	2026-05-13
2025-12-31	$2,430,974	49,400	-4.9%	Shares	Sole	2026-01-30
2025-09-30	$2,374,788	51,942	-4.4%	Shares	Sole	2025-11-12
2025-06-30	$2,335,990	54,338	-1.8%	Shares	Sole	2025-11-24
2025-03-31	$2,277,158	55,338	-0.9%	Shares	Sole	2025-04-15
2024-12-31	$2,422,252	55,838	+1.8%	Shares	Sole	2025-01-14
2024-09-30	$2,346,918	54,873	+6.8%	Shares	Sole	2024-11-05
2024-06-30	$1,996,229	51,383	-2.0%	Shares	Sole	2024-07-31
2024-03-31	$2,043,214	52,417	+0.0%	Shares	Sole	2024-05-13
2023-12-31	$1,934,903	52,408	-3.0%	Shares	Sole	2024-02-13
2023-09-30	$1,546,542	54,056	-3.1%	Shares	Sole	2023-11-14
2023-06-30	$1,693,712	55,806	-0.3%	Shares	Sole	2023-08-15
2023-03-31	$1,908,133	55,957	0.0%	Shares	Sole	2023-05-08
2022-12-31	$2,407,829	55,957	-0.7%	Shares	Sole	2023-02-07
2022-09-30	$2,453,783	56,357	+0.0%	Shares	Sole	2022-11-15
2022-06-30	$2,672,348	56,343	-2.1%	Shares	Sole	2022-08-12
2022-03-31	$3,261,554	57,523	0.0%	Shares	Sole	2022-05-02
2021-12-31	$3,367,971	57,523	-0.2%	Shares	Sole	2022-02-01
2021-09-30	$3,379,588	57,623	-0.1%	Shares	Sole	2021-11-12
2021-06-30	$3,201,795	57,690	+0.2%	Shares	Sole	2021-08-02
2021-03-31	$3,356,899	57,560	-4.5%	Shares	Sole	2021-05-04
2020-12-31	$2,888,261	60,260	-0.2%	Shares	Sole	2021-02-04
2020-09-30	$2,296,698	60,360	-0.6%	Shares	Sole	2020-11-10
2020-06-30	$2,279,285	60,700	-0.2%	Shares	Sole	2020-08-06
2020-03-31	$1,876,614	60,850	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.