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Savvy Advisors, Inc.

Position in TFC — Truist Financial Corp

CIK 2003633 NEW YORK, NY

Position in TFC

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$928,545
+$16,317 QoQ
Shares Held
18,638
-6.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#767
of 1,678 holders
Holding Since
Jun 2025
5 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, 2026

Savvy Advisors, Inc. holds $50,217,949 across 14 Banks - Regional names. TFC ranks #5 (1.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 TFC
Truist Financial Corp
This page
18,638 $928,545

All Filings in TFC

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $928,545 18,638
2026-03-31 $912,228 19,844
2025-12-31 $881,646 17,916
2025-09-30 $681,868 14,914
2025-06-30 $536,472 12,479