Provenance Wealth Advisors, LLC
Position in TFC — Truist Financial Corp
CIK 2081584
FORT LAUDERDALE, FL
Position in TFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,209
New position
Shares Held
225
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,581
of 1,678 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Provenance Wealth Advisors, LLC holds $112,447 across 10 Banks - Regional names. TFC ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
861 | $52,004 | |
| 2 | RF |
Regions Financial Corp
|
891 | $26,908 | |
| 3 | TFC |
Truist Financial Corp
This page
|
225 | $11,209 | |
| 4 | USCB |
Uscb Financial Holdings, Inc.
|
400 | $8,184 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
19 | $4,678 | |
| 6 | NWG |
NatWest Group plc
|
206 | $3,631 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
|
19 | $1,916 | |
| 8 | FITB |
Fifth Third Bancorp
|
27 | $1,521 |
All Filings in TFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,209 | 225 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||