Position in TFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,736,549
+$292,891 QoQ
Shares Held
75,001
+0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#418
of 1,678 holders
Holding Since
Jun 2022
17 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, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $8,688,489 across 9 Banks - Regional names. TFC ranks #1 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
75,001 | $3,736,549 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,244 | $2,588,502 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,115 | $520,755 | |
| 4 | FNB |
Fnb Corp/Pa/
|
22,531 | $429,891 | |
| 5 | USB |
US Bancorp De
|
6,729 | $406,431 | |
| 6 | UMBF |
Umb Financial Corp
|
2,031 | $289,945 | |
| 7 | MTB |
M&T Bank Corp
|
1,119 | $266,333 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
5,393 | $247,161 |
All Filings in TFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,736,549 | 75,001 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,443,658 | 74,911 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,753,197 | 76,269 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,030,379 | 44,409 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $581,224 | 13,520 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $566,923 | 13,777 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $599,685 | 13,824 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $636,888 | 14,891 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $536,052 | 13,798 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,768,951 | 45,381 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,661,289 | 44,997 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,375,654 | 48,083 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,556,226 | 51,276 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,919,898 | 56,302 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,654,649 | 61,693 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,696,562 | 61,933 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,764,172 | 58,279 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||