Financial Security Advisor, Inc.
Position in TFC — Truist Financial Corp
CIK 1997602
VIRGINIA BEACH, VA
Position in TFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,136,992
+$91,727 QoQ
Shares Held
22,822
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#704
of 1,678 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Financial Security Advisor, Inc. holds $2,416,677 across 2 Banks - Regional names. TFC ranks #2 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
615 | $1,279,685 | |
| 2 | TFC |
Truist Financial Corp
This page
|
22,822 | $1,136,992 |
All Filings in TFC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,136,992 | 22,822 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,045,265 | 22,738 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,114,901 | 22,656 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,050,874 | 22,985 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $987,781 | 22,977 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $941,512 | 22,880 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,002,945 | 23,120 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $989,270 | 23,130 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $875,640 | 22,539 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,375,331 | 35,283 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,298,993 | 35,184 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,011,907 | 35,369 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||