CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in TFC — Truist Financial Corp
CIK 1766904
RICHMOND, VA
Position in TFC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$360,840
+$4,670 QoQ
Shares Held
7,243
-6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,143
of 1,681 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,615,667 across 27 Banks - Regional names. TFC ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,089 | $514,347 | |
| 2 | MTB |
M&T Bank Corp
|
1,684 | $400,806 | |
| 3 | TFC |
Truist Financial Corp
This page
|
7,243 | $360,840 | |
| 4 | BPOP |
Popular, Inc.
|
1,705 | $279,926 | |
| 5 | USB |
US Bancorp De
|
4,375 | $264,247 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
2,698 | $189,044 | |
| 7 | FITB |
Fifth Third Bancorp
|
1,568 | $88,384 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
4,945 | $87,671 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,840 | 7,243 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $356,170 | 7,748 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $337,970 | 6,868 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $378,832 | 8,286 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $279,389 | 6,499 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $129,455 | 3,146 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $120,030 | 2,767 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,097,058 | 72,412 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $3,018,214 | 77,689 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $2,994,674 | 76,826 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $2,908,074 | 78,767 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $2,285,794 | 79,895 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,276,948 | 75,023 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,693,849 | 49,673 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,195,390 | 51,020 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,281,321 | 52,396 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,267,438 | 47,806 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $352,674 | 6,220 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $455,753 | 7,784 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $356,416 | 6,077 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $553,612 | 9,975 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $759,209 | 13,018 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,576,594 | 178,940 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $652,215 | 17,141 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $200,103 | 5,329 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||