San Luis Wealth Advisors LLC

Position in TFC — Truist Financial Corp

CIK 1844709 SAN LUIS OBISPO, CA

Position in TFC

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$1,989,995

-$125,788 QoQ

Shares Held

43,289

+0.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

San Luis Wealth Advisors LLC holds $6,811,931 across 5 Banks - Regional names. TFC ranks #1 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	43,289	$1,989,995
2	TCBK	Trico Bancshares /	37,515	$1,783,463
3	PNC	Pnc Financial Services Group, Inc.	5,105	$1,062,299
4	FITB	Fifth Third Bancorp	21,649	$1,005,812
5	HBAN	Huntington Bancshares Inc /Md/	62,004	$970,362

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,989,995	43,289	+0.7%	Shares	Sole	2026-04-29
2025-12-31	$2,115,783	42,995	+4.3%	Shares	Sole	2026-01-26
2025-09-30	$1,884,395	41,216	+17.2%	Shares	Sole	2025-11-18
2025-06-30	$1,512,130	35,174	+190.1%	Shares	Sole	2025-07-17
2025-03-31	$498,902	12,124	—	Shares	Sole	2025-04-18
No filing history on record for this holder in this stock.