Position in TFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$416,196
+$33,490 QoQ
Shares Held
8,354
+7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,085
of 1,678 holders
Holding Since
Dec 2025
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, 2026Oak Barrel Wealth Advisory LLC holds $416,196 across 1 Banks - Regional name. TFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
8,354 | $416,196 |
All Filings in TFC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,196 | 8,354 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $382,706 | 7,777 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||