Atlanta Consulting Group Advisors, LLC
Position in TFC — Truist Financial Corp
CIK 2019038
ATLANTA, GA
Position in TFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,542,726
+$699,003 QoQ
Shares Held
30,966
+57.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#622
of 1,678 holders
Holding Since
Sep 2024
2 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, 2026Atlanta Consulting Group Advisors, LLC holds $7,338,656 across 7 Banks - Regional names. TFC ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
157,048 | $2,784,461 | |
| 2 | TFC |
Truist Financial Corp
This page
|
30,966 | $1,542,726 | |
| 3 | HOMB |
Home Bancshares Inc
|
39,498 | $1,127,667 | |
| 4 | FCNCA |
First Citizens Bancshares Inc /De/
|
520 | $1,082,010 | |
| 5 | USB |
US Bancorp De
|
5,095 | $307,738 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,159 | $285,368 | |
| 7 | SYBT |
Stock Yards Bancorp, Inc.
|
2,729 | $208,686 |
All Filings in TFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,542,726 | 30,966 | Shares | Sole | 2026-08-14 | |
| 2024-09-30 | $843,723 | 19,727 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||