AA Financial Advisors, LLC

Position in TFC — Truist Financial Corp

CIK 2016899 Columbus, OH

Position in TFC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$425,612

+$15,422 QoQ

Shares Held

8,543

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#309

of 537 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

AA Financial Advisors, LLC holds $2,375,688 across 5 Banks - Regional names. TFC ranks #2 (17.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OVBC	Ohio Valley Banc Corp	18,050	$783,911
2	TFC	Truist Financial Corp This page	8,543	$425,612
3	USB	US Bancorp \De\	7,012	$423,524
4	PNC	Pnc Financial Services Group, Inc.	1,603	$394,690
5	HBAN	Huntington Bancshares Inc /Md/	19,625	$347,951

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$425,612	8,543	-4.3%	Shares	Sole	2026-07-20
2026-03-31	$410,190	8,923	-0.2%	Shares	Sole	2026-04-21
2025-12-31	$439,986	8,941	+4.7%	Shares	Sole	2026-01-14
2025-09-30	$390,311	8,537	-1.0%	Shares	Sole	2025-10-14
2025-06-30	$370,788	8,625	—	Shares	Sole	2025-07-11
No filing history on record for this holder in this stock.