IVC Wealth Advisors LLC

Position in TFC — Truist Financial Corp

CIK 1842811 SILVERDALE, PA

Position in TFC

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

Position Value

$2,379,901

+$181,294 QoQ

Shares Held

47,770

-0.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.06%

of 13F equity value

Holder Rank

#101

of 487 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IVC Wealth Advisors LLC holds $5,599,455 across 5 Banks - Regional names. TFC ranks #1 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	47,770	$2,379,901
2	CZNC	Citizens & Northern Corp	54,608	$1,272,912
3	UVSP	UNIVEST FINANCIAL Corp	21,937	$959,743
4	PNC	Pnc Financial Services Group, Inc.	2,110	$519,524
5	USB	US Bancorp De	7,738	$467,375

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,379,901	47,770	-0.1%	Shares	Sole	2026-07-14
2026-03-31	$2,198,607	47,827	-0.4%	Shares	Sole	2026-04-16
2025-12-31	$2,363,261	48,024	-3.3%	Shares	Sole	2026-01-16
2025-09-30	$2,270,820	49,668	+0.1%	Shares	Sole	2025-10-09
2025-06-30	$2,132,046	49,594	-2.9%	Shares	Sole	2025-07-22
2025-03-31	$2,102,682	51,098	-0.3%	Shares	Sole	2025-04-08
2024-12-31	$2,224,222	51,273	-1.1%	Shares	Sole	2025-01-17
2024-09-30	$2,217,154	51,839	-0.6%	Shares	Sole	2024-10-24
2024-06-30	$2,025,988	52,149	+3.3%	Shares	Sole	2024-07-16
2024-03-31	$1,966,969	50,461	-3.1%	Shares	Sole	2024-04-19
2023-12-31	$1,921,833	52,054	+1.9%	Shares	Sole	2024-01-10
2023-09-30	$1,461,284	51,076	+3.4%	Shares	Sole	2023-10-05
2023-06-30	$1,499,775	49,416	+1.5%	Shares	Sole	2023-07-13
2023-03-31	$1,660,397	48,692	+1.0%	Shares	Sole	2023-04-13
2022-12-31	$2,074,519	48,211	-0.7%	Shares	Sole	2023-01-17
2022-09-30	$2,113,344	48,538	+5.5%	Shares	Sole	2022-10-12
2022-06-30	$2,183,155	46,029	-0.6%	Shares	Sole	2022-07-11
2022-03-31	$2,625,436	46,304	-4.5%	Shares	Sole	2022-04-27
2021-12-31	$2,840,319	48,511	-2.5%	Shares	Sole	2022-01-13
2021-09-30	$2,918,482	49,761	0.0%	Shares	Sole	2021-10-08
2021-06-30	$2,761,735	49,761	-0.2%	Shares	Sole	2021-07-13
2021-03-31	$2,909,001	49,880	-0.9%	Shares	Sole	2021-04-20
2020-12-31	$2,411,837	50,320	—	Shares	Sole	2021-02-01
No filing history on record for this holder in this stock.