ARS Wealth Advisors Group, LLC
Position in TFC — Truist Financial Corp
CIK 1886707
St. Petersburg, FL
Position in TFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$453,760
+$147,233 QoQ
Shares Held
9,108
+36.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,040
of 1,678 holders
Holding Since
Dec 2022
15 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, 2026ARS Wealth Advisors Group, LLC holds $1,857,117 across 3 Banks - Regional names. TFC ranks #2 (24.4% of the industry book) .
All Filings in TFC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,760 | 9,108 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $306,527 | 6,668 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $317,207 | 6,446 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $293,659 | 6,423 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $275,093 | 6,399 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $262,207 | 6,372 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $288,477 | 6,650 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $270,648 | 6,328 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $237,179 | 6,105 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $468,344 | 12,015 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $531,315 | 14,391 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,642,229 | 162,259 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $4,546,854 | 149,814 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $4,335,917 | 127,153 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $357,407 | 8,306 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||