NEW WAVE WEALTH ADVISORS LLC

Position in TFC — Truist Financial Corp

CIK 2035324 SPRINGDALE, AR

Position in TFC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$426,558

+$136,810 QoQ

Shares Held

8,562

+35.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,069

of 1,681 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NEW WAVE WEALTH ADVISORS LLC holds $2,916,690 across 5 Banks - Regional names. TFC ranks #5 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFG	Citizens Financial Group Inc/Ri	12,179	$853,382
2	USB	US Bancorp \De\	11,126	$672,010
3	PNC	Pnc Financial Services Group, Inc.	2,123	$522,725
4	MPB	Mid Penn Bancorp Inc	12,687	$442,015
5	TFC	Truist Financial Corp This page	8,562	$426,558

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$426,558	8,562	+35.8%	Shares	Sole	2026-07-23
2026-03-31	$289,748	6,303	+7.6%	Shares	Sole	2026-05-04
2025-12-31	$288,222	5,857	+16.2%	Shares	Sole	2026-01-21
2025-09-30	$230,520	5,042	0.0%	Shares	Sole	2025-10-17
2025-06-30	$216,755	5,042	-0.4%	Shares	Sole	2025-07-18
2025-03-31	$208,342	5,063	-18.1%	Shares	Sole	2025-04-25
2024-12-31	$268,088	6,180	-5.7%	Shares	Sole	2025-01-23
2024-09-30	$280,229	6,552	+0.3%	Shares	Sole	2024-10-23
2024-06-30	$253,884	6,535	—	Shares	Sole	2024-08-27
No filing history on record for this holder in this stock.