Sound View Wealth Advisors Group, LLC
Position in TFC — Truist Financial Corp
CIK 1784777
SAVANNAH, GA
Position in TFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$646,862
-$31,563 QoQ
Shares Held
12,984
-12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#911
of 1,678 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $10,889,100 across 9 Banks - Regional names. TFC ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
114,106 | $6,432,155 | |
| 2 | PRK |
Park National Corp /Oh/
|
5,393 | $986,865 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,410 | $839,610 | |
| 4 | USB |
US Bancorp De
|
13,758 | $830,983 | |
| 5 | TFC |
Truist Financial Corp
This page
|
12,984 | $646,862 | |
| 6 | MTB |
M&T Bank Corp
|
1,515 | $360,585 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
15,411 | $273,237 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,677 | $270,055 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,862 | 12,984 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $678,425 | 14,758 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $726,093 | 14,755 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,285,692 | 28,121 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,219,282 | 28,362 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,189,193 | 28,899 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,220,105 | 28,126 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,164,413 | 27,225 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $901,980 | 23,217 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $966,158 | 24,786 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $928,574 | 25,151 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $794,642 | 27,775 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $840,421 | 27,691 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $901,808 | 26,446 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,082,247 | 25,151 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $295,288 | 6,782 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $318,777 | 6,721 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $352,900 | 6,224 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $361,487 | 6,174 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $453,012 | 7,724 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $421,578 | 7,596 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $422,470 | 7,244 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $348,019 | 7,261 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $288,837 | 7,591 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $348,651 | 9,285 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $279,934 | 9,077 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||