Highland Investment Advisors LLC
Position in TFC — Truist Financial Corp
CIK 2149882
PONTE VEDRA, FL
Position in TFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,530
New position
Shares Held
111
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,617
of 1,678 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Highland Investment Advisors LLC holds $205,317 across 13 Banks - Regional names. TFC ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASB |
Associated Banc-Corp
|
2,966 | $91,263 | |
| 2 | FITB |
Fifth Third Bancorp
|
1,332 | $75,084 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
108 | $26,591 | |
| 4 | TFC |
Truist Financial Corp
This page
|
111 | $5,530 | |
| 5 | MFG |
Mizuho Financial Group Inc
|
260 | $2,490 | |
| 6 | LYG |
Lloyds Banking Group plc
|
256 | $1,492 | |
| 7 | NWG |
NatWest Group plc
|
70 | $1,234 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
35 | $1,181 |
All Filings in TFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,530 | 111 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||