Position in TFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$554,197
+$44,758 QoQ
Shares Held
11,124
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#959
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, 2026Gratus Wealth Advisors, LLC holds $554,197 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
|
11,124 | $554,197 |
All Filings in TFC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,197 | 11,124 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $509,439 | 11,082 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $539,341 | 10,960 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $540,776 | 11,828 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $814,230 | 18,940 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $809,749 | 19,678 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $847,168 | 19,529 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $880,762 | 20,593 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $805,360 | 20,730 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,144,959 | 29,373 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,063,148 | 28,796 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||