Octavia Wealth Advisors, LLC

Position in TFC — Truist Financial Corp

CIK 1841259 CINCINNATI, OH

Position in TFC

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$918,780

-$392,054 QoQ

Shares Held

18,442

-35.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#770

of 1,681 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Octavia Wealth Advisors, LLC holds $1,700,781 across 4 Banks - Regional names. TFC ranks #1 (54.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	18,442	$918,780
2	FITB	Fifth Third Bancorp	8,313	$468,603
3	USB	US Bancorp \De\	3,840	$231,936
4	LYG	Lloyds Banking Group plc	13,973	$81,462

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$918,780	18,442	-35.3%	Shares	Sole	2026-07-14
2026-03-31	$1,310,834	28,515	-10.0%	Shares	Sole	2026-04-10
2025-12-31	$1,559,120	31,683	-2.0%	Shares	Sole	2026-01-23
2025-09-30	$1,477,807	32,323	-3.9%	Shares	Sole	2025-10-28
2025-06-30	$1,445,280	33,619	-14.6%	Shares	Sole	2025-07-16
2025-03-31	$1,619,664	39,360	-10.4%	Shares	Sole	2025-04-14
2024-12-31	$1,904,772	43,909	-4.5%	Shares	Sole	2025-01-17
2024-09-30	$1,965,580	45,957	+46.0%	Shares	Sole	2024-10-10
2024-06-30	$1,223,114	31,483	+49.5%	Shares	Sole	2024-08-02
2024-03-31	$821,074	21,064	+43.4%	Shares	Sole	2024-04-15
2023-12-31	$542,391	14,691	+77.5%	Shares	Sole	2024-01-30
2023-09-30	$236,776	8,276	—	Shares	Sole	2023-10-30
No filing history on record for this holder in this stock.