ADVISORTRUST PARTNERS, LLC

Position in TFC — Truist Financial Corp

CIK 2115523 RALEIGH, NC

Position in TFC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,345,887

+$232,448 QoQ

Shares Held

27,015

+11.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#659

of 1,681 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ADVISORTRUST PARTNERS, LLC holds $9,151,152 across 4 Banks - Regional names. TFC ranks #2 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	26,405	$6,501,439
2	TFC	Truist Financial Corp This page	27,015	$1,345,887
3	USB	US Bancorp De	10,818	$653,407
4	UBSI	United Bankshares Inc/Wv	14,192	$650,419

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,345,887	27,015	+11.5%	Shares	Sole	2026-08-10
2026-03-31	$1,113,439	24,221	+24.7%	Shares	Sole	2026-05-06
2025-12-31	$956,150	19,430	—	Shares	Sole	2026-03-10
No filing history on record for this holder in this stock.