Three Magnolias Financial Advisors, LLC
Position in TFC — Truist Financial Corp
CIK 2056795
WINSTON-SALEM, NC
Position in TFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$343,758
+$26,565 QoQ
Shares Held
6,900
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,155
of 1,678 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Three Magnolias Financial Advisors, LLC holds $551,837 across 2 Banks - Regional names. TFC ranks #1 (62.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
6,900 | $343,758 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
100 | $208,079 |
All Filings in TFC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,758 | 6,900 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $317,193 | 6,900 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $339,549 | 6,900 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $315,468 | 6,900 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $232,146 | 5,400 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $222,210 | 5,400 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||