Graves Light Lenhart Wealth, Inc.
Position in TFC — Truist Financial Corp
CIK 1759803
HARRISONBURG, VA
Position in TFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,541,268
+$177,951 QoQ
Shares Held
51,009
-0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#499
of 1,678 holders
Holding Since
Mar 2020
26 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, 2026Graves Light Lenhart Wealth, Inc. holds $5,923,729 across 7 Banks - Regional names. TFC ranks #1 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
51,009 | $2,541,268 | |
| 2 | UVSP |
UNIVEST FINANCIAL Corp
|
24,450 | $1,069,687 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,598 | $885,899 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
14,048 | $594,370 | |
| 5 | USB |
US Bancorp De
|
5,207 | $314,502 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
6,257 | $286,758 | |
| 7 | BHRB |
Burke & Herbert Financial Services Corp.
|
3,218 | $231,245 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,541,268 | 51,009 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,363,317 | 51,410 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,222,914 | 45,172 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,151,446 | 47,057 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,214,930 | 51,522 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,141,404 | 52,039 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,265,303 | 52,220 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,244,227 | 52,472 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,043,820 | 52,608 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,051,517 | 52,630 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,019,228 | 54,692 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $1,578,156 | 55,161 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,726,732 | 56,894 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,009,308 | 58,924 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,625,174 | 61,008 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,655,765 | 60,996 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,904,850 | 61,245 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,650,289 | 64,379 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,790,995 | 64,748 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,797,001 | 64,740 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,573,478 | 64,387 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $3,785,784 | 64,914 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $3,108,931 | 64,864 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,357,197 | 61,950 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,488,551 | 66,273 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $2,045,678 | 66,332 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||