Pathway Financial Advisers, LLC

Position in TFC — Truist Financial Corp

CIK 2024152 AUBURN, IN

Position in TFC

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

Position Value

$2,126,068

+$152,714 QoQ

Shares Held

42,675

-0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#548

of 1,689 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pathway Financial Advisers, LLC holds $7,565,564 across 6 Banks - Regional names. TFC ranks #1 (28.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp This page	42,675	$2,126,068
2	USB	US Bancorp \De\	29,033	$1,753,593
3	CFR	Cullen/Frost Bankers, Inc.	9,403	$1,452,951
4	PEBO	Peoples Bancorp Inc	36,375	$1,397,163
5	LKFN	Lakeland Financial Corp	9,276	$572,514
6	FRME	First Merchants Corp	6,026	$263,275

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,126,068	42,675	-0.6%	Shares	Sole	2026-07-30
2026-03-31	$1,973,354	42,927	-3.8%	Shares	Sole	2026-04-23
2025-12-31	$2,195,208	44,609	-2.3%	Shares	Sole	2026-02-06
2025-09-30	$2,087,758	45,664	-2.3%	Shares	Sole	2025-11-13
2025-06-30	$2,009,997	46,755	-0.4%	Shares	Sole	2025-08-21
2025-03-31	$1,932,404	46,960	-2.7%	Shares	Sole	2025-05-09
2024-12-31	$2,093,562	48,261	+0.2%	Shares	Sole	2025-01-30
2024-09-30	$2,060,444	48,175	+0.1%	Shares	Sole	2024-10-25
2024-06-30	$1,869,427	48,121	-0.1%	Shares	Sole	2024-08-20
2024-03-31	$1,877,237	48,159	+10.3%	Shares	Sole	2024-05-29
2023-12-31	$1,612,296	43,670	-4.9%	Shares	Sole	2024-07-19
2023-09-30	$1,313,063	45,898	+5.1%	Shares	Sole	2024-07-19
2023-03-31	$1,489,043	43,669	+10.4%	Shares	Sole	2024-07-19
2022-12-31	$1,701,246	39,538	—	Shares	Sole	2024-07-19
No filing history on record for this holder in this stock.