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Visionary Wealth Advisors

Position in TFC — Truist Financial Corp

CIK 1802984 O'FALLON, IL

Position in TFC

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$260,603
-$18,368 QoQ
Shares Held
5,669
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2020
5 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

Visionary Wealth Advisors holds $4,379,395 across 5 Banks - Regional names. TFC ranks #5 (6.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 TFC
Truist Financial Corp
This page
5,669 $260,603

All Filings in TFC

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5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $260,603 5,669
2025-12-31 $278,971 5,669
2022-06-30 $627,024 13,220
2021-03-31 $280,227 4,805
2020-12-31 $262,081 5,468