Kingsview Wealth Management, LLC
Position in TFC — Truist Financial Corp
CIK 1791965
GRANTS PASS, OR
Position in TFC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$8,599,928
+$701,317 QoQ
Shares Held
172,620
+0.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#295
of 1,681 holders
Holding Since
Mar 2020
26 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, 2026Kingsview Wealth Management, LLC holds $30,980,306 across 23 Banks - Regional names. TFC ranks #1 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
172,620 | $8,599,928 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
20,241 | $4,983,739 | |
| 3 | RF |
Regions Financial Corp
|
128,662 | $3,885,592 | |
| 4 | USB |
US Bancorp \De\
|
53,189 | $3,212,615 | |
| 5 | FITB |
Fifth Third Bancorp
|
28,027 | $1,579,881 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
25,144 | $1,152,349 | |
| 7 | CARE |
Carter Bankshares, Inc.
|
32,894 | $1,118,724 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
56,890 | $1,008,659 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,599,928 | 172,620 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $7,898,611 | 171,821 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,348,279 | 169,646 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,604,836 | 166,335 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,911,373 | 160,767 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,359,362 | 154,541 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,736,436 | 155,289 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $6,601,207 | 154,342 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,860,561 | 150,851 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,917,497 | 74,846 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,518,165 | 68,206 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,178,136 | 76,132 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,062,952 | 100,921 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,591,956 | 163,987 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,788,137 | 134,514 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,849,990 | 134,359 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,799,441 | 101,190 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $4,511,902 | 79,575 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $5,059,071 | 86,406 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $6,181,299 | 105,393 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $5,888,827 | 106,105 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $6,256,394 | 107,277 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $4,197,661 | 87,579 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,308,751 | 86,958 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $3,269,741 | 87,077 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,660,289 | 86,261 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||