LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Position in TFC — Truist Financial Corp
CIK 2131510
LOUISVILLE, KY
Position in TFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$231,015
+$17,853 QoQ
Shares Held
4,637
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,321
of 1,681 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, 2026LEGACY FINANCIAL INDEPENDENT ADVISORS LLC holds $3,808,932 across 6 Banks - Regional names. TFC ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSBC |
Wesbanco Inc
|
41,823 | $1,632,351 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
5,312 | $1,307,920 | |
| 3 | TFC |
Truist Financial Corp
This page
|
4,637 | $231,015 | |
| 4 | RBCAA |
Republic Bancorp Inc /Ky/
|
2,457 | $222,186 | |
| 5 | SYBT |
Stock Yards Bancorp, Inc.
|
2,762 | $211,210 | |
| 6 | FRME |
First Merchants Corp
|
4,675 | $204,250 |
All Filings in TFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,015 | 4,637 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $213,162 | 4,637 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||