Investment Research & Advisory Group, Inc.
Position in TFC — Truist Financial Corp
CIK 1802136
ATLANTA, GA
Position in TFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$83,199
+$7,119 QoQ
Shares Held
1,670
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,443
of 1,678 holders
Holding Since
Sep 2022
16 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, 2026Investment Research & Advisory Group, Inc. holds $103,239 across 2 Banks - Regional names. TFC ranks #1 (80.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
1,670 | $83,199 | |
| 2 | NU |
Nu Holdings Ltd.
|
1,500 | $20,040 |
All Filings in TFC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,199 | 1,670 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $76,080 | 1,655 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $80,753 | 1,641 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $74,386 | 1,627 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $70,632 | 1,643 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $58,721 | 1,427 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $56,871 | 1,311 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $55,515 | 1,298 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $49,844 | 1,283 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $463,316 | 11,886 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $539,770 | 14,620 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $431,238 | 15,073 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $461,957 | 15,221 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $524,048 | 15,368 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $203,747 | 4,735 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $458,040 | 10,520 | Shares | Sole | 2022-10-18 | |
| No filing history on record for this holder in this stock. | ||||||