INSIGNEO ADVISORY SERVICES, LLC

Position in TFC — Truist Financial Corp

CIK 1964958 MIAMI, FL

Position in TFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$680,491

-$17,701 QoQ

Shares Held

13,659

-10.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#896

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

INSIGNEO ADVISORY SERVICES, LLC holds $5,243,545 across 13 Banks - Regional names. TFC ranks #2 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NU	Nu Holdings Ltd.	57,636	$770,016
2	TFC	Truist Financial Corp This page	13,659	$680,491
3	PNC	Pnc Financial Services Group, Inc.	2,558	$629,830
4	GGAL	Grupo Financiero Galicia SA	11,335	$567,090
5	ITUB	Itau Unibanco Holding S.A.	66,434	$542,765
6	USB	US Bancorp \De\	6,603	$398,821
7	RF	Regions Financial Corp	10,339	$312,237
8	DB	Deutsche Bank Aktiengesellschaft	8,540	$288,310

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$680,491	13,659	-10.1%	Shares	Sole	2026-08-14
2026-03-31	$698,192	15,188	-16.0%	Shares	Sole	2026-05-12
2025-12-31	$889,421	18,074	+0.9%	Shares	Sole	2026-02-12
2025-09-30	$818,799	17,909	+4.0%	Shares	Sole	2025-11-12
2025-06-30	$740,244	17,219	-2.3%	Shares	Sole	2025-08-12
2025-03-31	$725,556	17,632	+4.7%	Shares	Sole	2025-04-18
2024-12-31	$730,345	16,836	-3.1%	Shares	Sole	2025-02-13
2024-09-30	$742,872	17,369	+29.0%	Shares	Sole	2024-11-15
2024-06-30	$522,959	13,461	-6.3%	Shares	Sole	2024-08-14
2024-03-31	$560,259	14,373	-4.5%	Shares	Sole	2024-05-15
2023-12-31	$555,535	15,047	+6.1%	Shares	Sole	2024-02-14
2023-09-30	$405,603	14,177	-9.2%	Shares	Sole	2023-11-14
2023-06-30	$474,097	15,621	+63.7%	Shares	Sole	2023-08-14
2023-03-31	$325,314	9,540	+43.5%	Shares	Sole	2023-05-11
2022-12-31	$286,149	6,650	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.