Kestra Advisory Services, LLC

Position in TFC — Truist Financial Corp

CIK 1830819 AUSTIN, TX

Position in TFC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$12,279,882

+$1,887,904 QoQ

Shares Held

246,485

+9.0% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#248

of 1,681 holders

Holding Since

Sep 2020

24 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $166,838,654 across 62 Banks - Regional names. TFC ranks #5 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	129,082	$31,782,570
2	KEY	Keycorp /New/	1,129,008	$26,023,634
3	USB	US Bancorp \De\	244,202	$14,749,800
4	HBAN	Huntington Bancshares Inc /Md/	749,024	$13,280,195
5	TFC	Truist Financial Corp This page	246,485	$12,279,882
6	FITB	Fifth Third Bancorp	199,045	$11,220,166
7	VLY	Valley National Bancorp	345,975	$5,068,533
8	AUB	Atlantic Union Bankshares Corp	99,972	$4,229,815

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,279,882	246,485	+9.0%	Shares	Sole	2026-07-28
2026-03-31	$10,391,978	226,060	-0.3%	Shares	Sole	2026-04-30
2025-12-31	$11,160,926	226,802	+8.4%	Shares	Sole	2026-02-13
2025-09-30	$9,565,355	209,216	-3.4%	Shares	Sole	2025-11-14
2025-06-30	$9,309,613	216,553	+4.8%	Shares	Sole	2025-08-15
2025-03-31	$8,501,096	206,588	+10.4%	Shares	Sole	2025-05-14
2024-12-31	$8,119,738	187,177	-5.1%	Shares	Sole	2025-02-10
2024-09-30	$8,438,563	197,301	-12.7%	Shares	Sole	2024-11-13
2024-06-30	$8,779,167	225,976	+6.3%	Shares	Sole	2024-08-14
2024-03-31	$8,289,642	212,664	+27.1%	Shares	Sole	2024-05-15
2023-12-31	$6,179,669	167,380	-4.4%	Shares	Sole	2024-02-14
2023-09-30	$5,010,755	175,140	+38.6%	Shares	Sole	2023-11-13
2023-06-30	$3,836,331	126,403	+23.8%	Shares	Sole	2023-08-11
2023-03-31	$3,481,234	102,089	-34.7%	Shares	Sole	2023-05-12
2022-12-31	$6,725,761	156,304	-0.1%	Shares	Sole	2023-01-31
2022-09-30	$6,811,876	156,451	+1.1%	Shares	Sole	2022-11-01
2022-06-30	$7,338,085	154,714	+30.1%	Shares	Sole	2022-08-12
2022-03-31	$6,742,934	118,923	-6.0%	Shares	Sole	2022-07-20
2021-12-31	$7,410,790	126,572	-7.6%	Shares	Sole	2022-07-25
2021-09-30	$8,031,531	136,940	+9.0%	Shares	Sole	2022-07-25
2021-06-30	$6,973,020	125,640	+9.8%	Shares	Sole	2022-07-26
2021-03-31	$6,673,965	114,437	+24.3%	Shares	Sole	2022-07-27
2020-12-31	$4,412,244	92,056	+38.0%	Shares	Sole	2022-07-28
2020-09-30	$2,538,505	66,715	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.