Cerro Pacific Wealth Advisors LLC
Position in TFC — Truist Financial Corp
CIK 1842669
San Luis Obispo, CA
Position in TFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$772,359
+$78,304 QoQ
Shares Held
15,503
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#837
of 1,681 holders
Holding Since
Dec 2022
11 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, 2026Cerro Pacific Wealth Advisors LLC holds $772,359 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
15,503 | $772,359 |
All Filings in TFC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $772,359 | 15,503 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $694,055 | 15,098 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $768,118 | 15,609 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $691,606 | 15,127 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $839,895 | 19,537 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $777,323 | 18,890 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $823,439 | 18,982 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $772,212 | 18,055 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $701,436 | 18,055 | Shares | Sole | 2024-08-09 | |
| 2023-03-31 | $360,846 | 10,582 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $233,093 | 5,417 | Shares | Other | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||