Global Wealth Management Investment Advisory, Inc.
Position in TFC — Truist Financial Corp
CIK 1767855
FORT LAUDERDALE, FL
Position in TFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,451,677
+$1,016,383 QoQ
Shares Held
149,572
+6.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.71%
of 13F equity value
Holder Rank
#312
of 1,681 holders
Holding Since
Mar 2020
21 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, 2026Global Wealth Management Investment Advisory, Inc. holds $7,697,158 across 2 Banks - Regional names. TFC ranks #1 (96.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
149,572 | $7,451,677 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
997 | $245,481 |
All Filings in TFC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,451,677 | 149,572 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,435,294 | 139,989 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,663,427 | 135,408 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,899,343 | 129,032 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,544,334 | 128,968 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,689,509 | 89,660 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,549,481 | 81,823 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,340,465 | 78,103 | Shares | Sole | 2024-10-30 | |
| 2023-12-31 | $36,920 | 1,000 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $28,610 | 1,000 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $24,280 | 800 | Shares | Sole | 2023-08-10 | |
| 2022-06-30 | $28,458 | 600 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $34,020 | 600 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $35,130 | 600 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $35,190 | 600 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $182,428 | 3,287 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $182,366 | 3,127 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $149,877 | 3,127 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $118,221 | 3,107 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $35,597 | 948 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $28,465 | 923 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||