Position in TFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,056,569
-$185,847 QoQ
Shares Held
41,280
-15.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.86%
of 13F equity value
Holder Rank
#553
of 1,678 holders
Holding Since
Dec 2023
11 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, 2026BlueChip Wealth Advisors LLC holds $2,056,569 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
41,280 | $2,056,569 |
All Filings in TFC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,056,569 | 41,280 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,242,416 | 48,780 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,521,815 | 51,246 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,300,584 | 50,319 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,243,906 | 52,196 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,182,390 | 53,035 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,442,033 | 56,294 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,564,104 | 59,951 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,754,503 | 70,901 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,116,489 | 79,951 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,878,704 | 105,057 | Shares | Sole | 2024-03-15 | |
| No filing history on record for this holder in this stock. | ||||||