GREAT VALLEY ADVISOR GROUP, INC.

Position in TFC — Truist Financial Corp

CIK 1769897 WILMINGTON, DE

Position in TFC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$316,406

+$62,468 QoQ

Shares Held

6,351

+15.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,180

of 1,678 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

GREAT VALLEY ADVISOR GROUP, INC. holds $6,072,789 across 8 Banks - Regional names. TFC ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	35,520	$2,145,408
2	PNC	Pnc Financial Services Group, Inc.	7,625	$1,877,427
3	MTB	M&T Bank Corp	3,288	$782,576
4	TFC	Truist Financial Corp This page	6,351	$316,406
5	FITB	Fifth Third Bancorp	5,534	$311,951
6	NIC	Nicolet Bankshares Inc	1,333	$220,464
7	HBAN	Huntington Bancshares Inc /Md/	12,266	$217,476
8	MRBK	Meridian Corp	10,039	$201,081

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,406	6,351	+15.0%	Shares	Sole	2026-08-10
2026-03-31	$253,938	5,524	+7.8%	Shares	Sole	2026-05-11
2025-12-31	$252,250	5,126	-0.9%	Shares	Sole	2026-02-12
2025-09-30	$236,418	5,171	-0.6%	Shares	Sole	2025-11-14
2025-06-30	$223,719	5,204	-7.6%	Shares	Sole	2025-08-14
2025-03-31	$231,756	5,632	-1.3%	Shares	Sole	2025-05-08
2024-12-31	$247,656	5,709	-8.3%	Shares	Sole	2025-02-24
2024-09-30	$266,414	6,229	-1.0%	Shares	Sole	2024-11-12
2024-06-30	$244,444	6,292	-23.5%	Shares	Sole	2024-07-16
2023-03-31	$280,506	8,226	+19.7%	Shares	Sole	2023-05-03
2022-12-31	$295,616	6,870	+10.7%	Shares	Sole	2023-02-01
2022-09-30	$270,122	6,204	+0.6%	Shares	Sole	2022-10-21
2022-06-30	$292,358	6,164	—	Shares	Sole	2022-07-19
No filing history on record for this holder in this stock.