Worth Financial Advisory Group, LLC
Position in TFC — Truist Financial Corp
CIK 1964358
CHARLOTTE, NC
Position in TFC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$37,925
New position
Shares Held
825
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Worth Financial Advisory Group, LLC holds $284,876 across 1 Banks - Regional name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,157 | $284,876 |
All Filings in TFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,925 | 825 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||