AssuredPartners Investment Advisors, LLC
Position in TFC — Truist Financial Corp
CIK 2055492
Tampa, FL
Position in TFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,262,937
+$92,817 QoQ
Shares Held
25,350
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#676
of 1,681 holders
Holding Since
Dec 2024
7 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, 2026AssuredPartners Investment Advisors, LLC holds $4,664,858 across 8 Banks - Regional names. TFC ranks #1 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
25,350 | $1,262,937 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,239 | $1,043,726 | |
| 3 | WAL |
Western Alliance Bancorporation
|
9,654 | $793,558 | |
| 4 | FITB |
Fifth Third Bancorp
|
9,167 | $516,743 | |
| 5 | MTB |
M&T Bank Corp
|
1,671 | $397,714 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
15,044 | $266,730 | |
| 7 | USB |
US Bancorp \De\
|
3,504 | $211,641 | |
| 8 | NU |
Nu Holdings Ltd.
|
12,860 | $171,809 |
All Filings in TFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,262,937 | 25,350 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,170,120 | 25,454 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,500,560 | 30,493 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,439,082 | 31,476 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,357,366 | 31,574 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,260,259 | 30,626 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,205,920 | 27,799 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||