Fiduciary Alliance LLC

Position in TFC — Truist Financial Corp

CIK 1954805 GREENVILLE, SC

Position in TFC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,548,977

+$226,634 QoQ

Shares Held

71,236

-1.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#428

of 1,681 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fiduciary Alliance LLC holds $9,987,089 across 7 Banks - Regional names. TFC ranks #1 (35.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	71,236	$3,548,977
2	MTB	M&T Bank Corp	13,318	$3,169,817
3	PNC	Pnc Financial Services Group, Inc.	4,404	$1,084,352
4	FITB	Fifth Third Bancorp	16,448	$927,173
5	FBNC	First Bancorp /Nc/	9,975	$637,701
6	USB	US Bancorp \De\	5,458	$329,663
7	RF	Regions Financial Corp	9,583	$289,406

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,548,977	71,236	-1.4%	Shares	Sole	2026-07-20
2026-03-31	$3,322,343	72,272	-9.3%	Shares	Sole	2026-04-20
2025-12-31	$3,919,281	79,644	-7.9%	Shares	Sole	2026-01-22
2025-09-30	$3,953,911	86,481	-6.4%	Shares	Sole	2025-10-08
2025-06-30	$3,970,943	92,369	-6.3%	Shares	Sole	2025-07-09
2025-03-31	$4,055,497	98,554	+1.0%	Shares	Sole	2025-04-09
2024-12-31	$4,234,668	97,618	+8.4%	Shares	Sole	2025-01-13
2024-09-30	$3,850,198	90,021	+7.9%	Shares	Sole	2024-10-11
2024-06-30	$3,241,138	83,427	-0.3%	Shares	Sole	2024-07-10
2024-03-31	$3,260,677	83,650	-1.0%	Shares	Sole	2024-04-17
2023-12-31	$3,118,004	84,453	-0.8%	Shares	Sole	2024-01-17
2023-09-30	$2,436,370	85,158	-0.2%	Shares	Sole	2023-10-18
2023-06-30	$2,589,249	85,313	-2.6%	Shares	Sole	2023-07-18
2023-03-31	$2,986,750	87,588	-0.1%	Shares	Sole	2023-04-18
2022-12-31	$3,773,860	87,703	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.