Lloyd Advisory Services, LLC.

Position in TFC — Truist Financial Corp

CIK 1802474 SUWANEE, GA

Position in TFC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$131,126

-$88,891 QoQ

Shares Held

2,632

-41.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#1,411

of 1,681 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lloyd Advisory Services, LLC. holds $724,962 across 11 Banks - Regional names. TFC ranks #3 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	4,091	$247,096
2	PNC	Pnc Financial Services Group, Inc.	804	$197,960
3	TFC	Truist Financial Corp This page	2,632	$131,126
4	RF	Regions Financial Corp	4,302	$129,920
5	MTB	M&T Bank Corp	35	$8,330
6	CFG	Citizens Financial Group Inc/Ri	35	$2,452
7	KEY	Keycorp /New/	105	$2,420
8	FITB	Fifth Third Bancorp	40	$2,254

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$131,126	2,632	-41.1%	Shares	Sole	2026-08-07
2025-12-31	$220,017	4,471	-3.8%	Shares	Sole	2026-02-06
2025-09-30	$212,598	4,650	-81.0%	Shares	Sole	2025-10-30
2024-03-31	$954,230	24,480	+210.7%	Shares	Sole	2024-04-12
2023-12-31	$290,855	7,878	+84.8%	Shares	Sole	2024-02-13
2022-06-30	$202,194	4,263	+73.4%	Shares	Other	2022-08-15
2022-03-31	$139,368	2,458	+1.2%	Shares	Other	2022-05-02
2021-12-31	$142,217	2,429	+2.3%	Shares	Other	2022-01-26
2021-09-30	$139,235	2,374	+66.8%	Shares	Other	2021-10-21
2021-06-30	$78,976	1,423	+6.7%	Shares	Other	2021-08-09
2021-03-31	$77,798	1,334	+378.1%	Shares	Other	2021-05-04
2020-12-31	$13,372	279	-19.1%	Shares	Other	2021-02-04
2020-09-30	$13,127	345	+208.0%	Shares	Other	2020-10-28
2020-03-31	$3,454	112	—	Shares	Other	2020-06-03
No filing history on record for this holder in this stock.