KINGSWOOD WEALTH ADVISORS, LLC

Position in TFC — Truist Financial Corp

CIK 1987855 SAN DIEGO, CA

Position in TFC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,447,071

+$97,162 QoQ

Shares Held

29,046

-1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#640

of 1,681 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $11,860,060 across 17 Banks - Regional names. TFC ranks #2 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RNST	Renasant Corp	71,322	$3,034,037
2	TFC	Truist Financial Corp This page	29,046	$1,447,071
3	KEY	Keycorp /New/	39,997	$921,930
4	PNC	Pnc Financial Services Group, Inc.	3,597	$885,653
5	USB	US Bancorp \De\	14,171	$855,928
6	RF	Regions Financial Corp	27,615	$833,973
7	BUSE	First Busey Corp /Nv/	22,252	$656,434
8	FCNCA	First Citizens Bancshares Inc /De/	243	$505,631

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,447,071	29,046	-1.1%	Shares	Sole	2026-07-27
2026-03-31	$1,349,909	29,365	-5.0%	Shares	Sole	2026-04-28
2025-12-31	$1,520,589	30,900	+93.8%	Shares	Sole	2026-01-28
2025-09-30	$729,142	15,948	-1.5%	Shares	Sole	2025-10-23
2025-06-30	$695,793	16,185	+2.3%	Shares	Sole	2025-07-23
2025-03-31	$651,322	15,828	+8.5%	Shares	Sole	2025-07-25
2024-12-31	$632,914	14,590	-11.8%	Shares	Sole	2025-01-22
2024-09-30	$707,586	16,544	-19.6%	Shares	Sole	2024-10-21
2024-06-30	$799,377	20,576	+72.2%	Shares	Sole	2024-07-09
2024-03-31	$465,811	11,950	-0.9%	Shares	Sole	2024-04-15
2023-12-31	$445,181	12,058	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.