NEW WAVE WEALTH ADVISORS LLC

Position in TFC — Truist Financial Corp

CIK 2035324 SPRINGDALE, AR

Position in TFC

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$289,748

+$1,526 QoQ

Shares Held

6,303

+7.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

NEW WAVE WEALTH ADVISORS LLC holds $2,083,511 across 5 Banks - Regional names. TFC ranks #5 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFG	Citizens Financial Group Inc/Ri	10,457	$627,106
2	USB	US Bancorp De	8,317	$432,567
3	MPB	Mid Penn Bancorp Inc	12,687	$408,013
4	PNC	Pnc Financial Services Group, Inc.	1,567	$326,077
5	TFC	Truist Financial Corp This page	6,303	$289,748

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$289,748	6,303	+7.6%	Shares	Sole	2026-05-04
2025-12-31	$288,222	5,857	+6.5%	Shares	Sole	2026-01-21
2025-09-30	$251,551	5,502	+9.1%	Shares	Sole	2025-10-30
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.