Position in TFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,722
-$39,719 QoQ
Shares Held
155
-85.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,608
of 1,681 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $1,027,744 across 11 Banks - Regional names. TFC ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
9,988 | $699,859 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
462 | $113,753 | |
| 3 | MTB |
M&T Bank Corp
|
346 | $82,351 | |
| 4 | NFBK |
Northfield Bancorp, Inc.
|
4,878 | $71,852 | |
| 5 | OZK |
Bank OZK
|
500 | $26,045 | |
| 6 | INDB |
Independent Bank Corp
|
128 | $10,716 | |
| 7 | SSB |
SouthState Bank Corp
|
88 | $8,791 | |
| 8 | TFC |
Truist Financial Corp
This page
|
155 | $7,722 |
All Filings in TFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,722 | 155 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $47,441 | 1,032 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $60,528 | 1,230 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $75,666 | 1,655 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $89,376 | 2,079 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $117,606 | 2,858 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $123,980 | 2,858 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $122,236 | 2,858 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $105,788 | 2,723 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $14,032 | 360 | Shares | Sole | 2024-04-10 | |
| 2023-09-30 | $5,722 | 200 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $6,070 | 200 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $6,820 | 200 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $8,606 | 200 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $8,708 | 200 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $9,486 | 200 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $11,340 | 200 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $11,710 | 200 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $11,730 | 200 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $11,100 | 200 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $11,664 | 200 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $9,586 | 200 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||