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Equibles

Avion Wealth

Position in TFC — Truist Financial Corp

CIK 1792704 THE WOODLANDS, TX
Back to TFC Full portfolio

Position in TFC

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$16,340
+$2,871 QoQ
Shares Held
328
+11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,569
of 1,690 holders
Holding Since
Jun 2023
13 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, 2026

Avion Wealth holds $668,259 across 69 Banks - Regional names. TFC ranks #7 (2.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TCBX
Third Coast Bancshares, Inc.
 6,800 $274,720
2 FHN
First Horizon Corp
 2,493 $63,920
3 PNC
Pnc Financial Services Group, Inc.
 254 $62,539
4 PRK
Park National Corp /Oh/
 221 $40,440
5 USB
US Bancorp De
 316 $19,086
6 MTB
M&T Bank Corp
 69 $16,422
7 TFC
Truist Financial Corp
This page 		328 $16,340
8 NEWT
NewtekOne, Inc.
 1,000 $14,810

All Filings in TFC

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $16,340 328
2026-03-31 $13,469 293
2025-12-31 $12,646 257
2025-09-30 $11,247 246
2025-06-30 $10,661 248
2025-03-31 $7,736 188
2024-12-31 $8,155 188
2024-09-30 $7,527 176
2024-06-30 $6 176
2024-03-31 $4,599 118
2023-12-31 $4 121
2023-09-30 $1,000 35
2023-06-30 $1 48