Allegiance Financial Group Advisory Services LLC
Position in TFC — Truist Financial Corp
CIK 1964068
VIENNA, VA
Position in TFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$306,393
-$4,042 QoQ
Shares Held
6,150
-8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,191
of 1,678 holders
Holding Since
Sep 2024
7 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, 2026Allegiance Financial Group Advisory Services LLC holds $3,779,232 across 5 Banks - Regional names. TFC ranks #3 (8.1% of the industry book) .
All Filings in TFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,393 | 6,150 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $310,435 | 6,753 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $337,088 | 6,850 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $263,987 | 5,774 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $240,915 | 5,604 | Shares | Sole | 2025-07-23 | |
| 2024-12-31 | $209,308 | 4,825 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $202,815 | 4,742 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||