Virginia Estate & Retirement Planning Advisors Inc.
PensionPosition in TFC — Truist Financial Corp
CIK 2115327
GLEN ALLEN, VA
Position in TFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$13,351
+$1,032 QoQ
Shares Held
268
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,572
of 1,678 holders
Holding Since
Mar 2026
2 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, 2026Virginia Estate & Retirement Planning Advisors Inc. holds $56,515 across 3 Banks - Regional names. TFC ranks #2 (23.6% of the industry book) .
All Filings in TFC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,351 | 268 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $12,319 | 268 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||