Centennial Wealth Advisory LLC
Position in TFC — Truist Financial Corp
CIK 1839421
Traverse City, MI
Position in TFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$702,561
-$100,672 QoQ
Shares Held
14,102
-19.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#883
of 1,681 holders
Holding Since
Dec 2021
17 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, 2026Centennial Wealth Advisory LLC holds $5,718,534 across 8 Banks - Regional names. TFC ranks #6 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
37,441 | $863,015 | |
| 2 | USB |
US Bancorp \De\
|
13,799 | $833,459 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
46,137 | $818,009 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
10,400 | $728,728 | |
| 5 | RF |
Regions Financial Corp
|
23,431 | $707,616 | |
| 6 | TFC |
Truist Financial Corp
This page
|
14,102 | $702,561 | |
| 7 | FNB |
Fnb Corp/Pa/
|
34,368 | $655,741 | |
| 8 | OSBC |
Old Second Bancorp Inc
|
17,556 | $409,405 |
All Filings in TFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $702,561 | 14,102 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $803,233 | 17,473 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $740,364 | 15,045 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $687,537 | 15,038 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $622,581 | 14,482 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $591,119 | 14,365 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $518,607 | 11,955 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $466,834 | 10,915 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $405,322 | 10,433 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $351,755 | 9,024 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $330,286 | 8,946 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $287,444 | 10,047 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $305,047 | 10,051 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $274,811 | 8,059 | Shares | Sole | 2023-04-13 | |
| 2022-06-30 | $303,172 | 6,392 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $236,609 | 4,173 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $204,222 | 3,488 | Shares | Sole | 2022-01-13 | |
| No filing history on record for this holder in this stock. | ||||||