San Luis Wealth Advisors LLC

Position in TFC — Truist Financial Corp

CIK 1844709 SAN LUIS OBISPO, CA

Position in TFC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,953,591

-$36,404 QoQ

Shares Held

39,213

-9.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#567

of 1,681 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

San Luis Wealth Advisors LLC holds $6,829,937 across 4 Banks - Regional names. TFC ranks #2 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TCBK	Trico Bancshares /	49,454	$2,663,097
2	TFC	Truist Financial Corp This page	39,213	$1,953,591
3	PNC	Pnc Financial Services Group, Inc.	4,555	$1,121,532
4	FITB	Fifth Third Bancorp	19,367	$1,091,717

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,953,591	39,213	-9.4%	Shares	Sole	2026-07-16
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.