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International Private Wealth Advisors LLC

Position in TFC — Truist Financial Corp

CIK 2022637 SAN DIEGO, CA

Position in TFC

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$326,370
-$76,281 QoQ
Shares Held
6,551
-25.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,175
of 1,681 holders
Holding Since
Mar 2024
10 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, 2026

International Private Wealth Advisors LLC holds $2,309,620 across 7 Banks - Regional names. TFC ranks #4 (14.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 TFC
Truist Financial Corp
This page
6,551 $326,370

All Filings in TFC

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $326,370 6,551
2026-03-31 $402,651 8,759
2025-12-31 $390,579 7,937
2025-09-30 $374,172 8,184
2025-06-30 $410,038 9,538
2025-03-31 $403,105 9,796
2024-12-31 $380,052 8,761
2024-09-30 $368,121 8,607
2024-06-30 $351,592 9,050
2024-03-31 $330,238 8,472