COLTON GROOME FINANCIAL ADVISORS, LLC
Position in TFC — Truist Financial Corp
CIK 1780330
ASHEVILLE, NC
Position in TFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$204,560
-$21,559 QoQ
Shares Held
4,106
-10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#461
of 599 holders
Holding Since
Jun 2024
5 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, 2026COLTON GROOME FINANCIAL ADVISORS, LLC holds $3,604,514 across 7 Banks - Regional names. TFC ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,492 | $1,598,460 | |
| 2 | SFST |
Southern First Bancshares Inc
|
7,675 | $468,942 | |
| 3 | FCNCA |
First Citizens Bancshares Inc /De/
|
217 | $451,531 | |
| 4 | SSB |
SouthState Bank Corp
|
3,600 | $359,640 | |
| 5 | WASH |
Washington Trust Bancorp Inc
|
7,390 | $269,587 | |
| 6 | PRK |
Park National Corp /Oh/
|
1,376 | $251,794 | |
| 7 | TFC |
Truist Financial Corp
This page
|
4,106 | $204,560 |
All Filings in TFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,560 | 4,106 | Shares | Sole | 2026-07-22 | |
| 2025-12-31 | $226,119 | 4,595 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $210,083 | 4,595 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $208,329 | 4,846 | Shares | Sole | 2025-07-16 | |
| 2024-06-30 | $282,828 | 7,280 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||