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Visionary Wealth Advisors

Position in TFC — Truist Financial Corp

CIK 1802984 O'FALLON, IL

Position in TFC

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$282,429
+$21,826 QoQ
Shares Held
5,669
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,234
of 1,690 holders
Holding Since
Dec 2020
6 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

Visionary Wealth Advisors holds $4,396,278 across 5 Banks - Regional names. TFC ranks #5 (6.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 TFC
Truist Financial Corp
This page
5,669 $282,429

All Filings in TFC

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $282,429 5,669
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