Position in TFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$256,772
+$14,649 QoQ
Shares Held
5,154
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,268
of 1,678 holders
Holding Since
Sep 2023
12 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, 2026AVAII WEALTH MANAGEMENT, LLC holds $819,148 across 2 Banks - Regional names. TFC ranks #2 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZION |
Zions Bancorporation, National Association /Ut/
|
8,128 | $562,376 | |
| 2 | TFC |
Truist Financial Corp
This page
|
5,154 | $256,772 |
All Filings in TFC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,772 | 5,154 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $242,123 | 5,267 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $292,258 | 5,939 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $274,640 | 6,007 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $257,940 | 6,000 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $251,097 | 6,102 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $264,704 | 6,102 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $266,542 | 6,232 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $272,144 | 7,005 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $264,557 | 6,787 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $255,117 | 6,910 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $231,712 | 8,099 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||