PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Position in TFC — Truist Financial Corp
CIK 1989941
LEAWOOD, KS
Position in TFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,496,716
+$1,143,282 QoQ
Shares Held
70,187
+37.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#433
of 1,678 holders
Holding Since
Dec 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, 2026PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds $7,050,410 across 2 Banks - Regional names. TFC ranks #2 (49.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
58,836 | $3,553,694 | |
| 2 | TFC |
Truist Financial Corp
This page
|
70,187 | $3,496,716 |
All Filings in TFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,496,716 | 70,187 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,353,434 | 51,195 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,097,182 | 42,617 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,712,396 | 37,454 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,019,507 | 23,715 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $753,168 | 18,303 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $303,573 | 6,998 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||