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ADAPT WEALTH ADVISORS, LLC

Position in TFC — Truist Financial Corp

CIK 2013937 ATLANTA, GA

Position in TFC

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$763,010
-$53,777 QoQ
Shares Held
16,598
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

All Filings in TFC

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $763,010 16,598
2025-12-31 $816,787 16,598
2025-09-30 $872,886 19,092
2025-06-30 $847,160 19,706
2025-03-31 $841,764 20,456
2024-12-31 $496,050 11,435
2024-09-30 $344,298 8,050
2024-06-30 $312,742 8,050
2024-03-31 $247,523 6,350