Strategic Investment Advisors / MI
Position in TFC — Truist Financial Corp
CIK 1760540
FARMINGTON HILLS, MI
Position in TFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$464,471
-$559,832 QoQ
Shares Held
9,323
-58.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,031
of 1,681 holders
Holding Since
Mar 2026
2 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, 2026Strategic Investment Advisors / MI holds $6,709,062 across 6 Banks - Regional names. TFC ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
35,960 | $2,519,717 | |
| 2 | USB |
US Bancorp De
|
22,410 | $1,353,564 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
5,493 | $1,352,486 | |
| 4 | RF |
Regions Financial Corp
|
23,272 | $702,814 | |
| 5 | TFC |
Truist Financial Corp
This page
|
9,323 | $464,471 | |
| 6 | FITB |
Fifth Third Bancorp
|
5,606 | $316,010 |
All Filings in TFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,471 | 9,323 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,024,303 | 22,282 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||