C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Position in TFC — Truist Financial Corp
CIK 1965756
Westlake, OH
Position in TFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$421,327
+$56,556 QoQ
Shares Held
8,457
+6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,076
of 1,678 holders
Holding Since
Dec 2023
11 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, 2026C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors holds $421,327 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
8,457 | $421,327 |
All Filings in TFC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,327 | 8,457 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $364,771 | 7,935 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $415,824 | 8,450 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $682,050 | 14,918 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $338,675 | 7,878 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $308,295 | 7,492 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $324,872 | 7,489 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $511,443 | 11,958 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $306,448 | 7,888 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $447,529 | 11,481 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $241,641 | 6,545 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||