WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
Position in TFC — Truist Financial Corp
CIK 771118
BERMUDA RUN, NC
Position in TFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$853,715
+$66,433 QoQ
Shares Held
17,136
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#793
of 1,685 holders
Holding Since
Mar 2020
26 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, 2026WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV holds $1,153,348 across 2 Banks - Regional names. TFC ranks #1 (74.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
17,136 | $853,715 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
144 | $299,633 |
All Filings in TFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $853,715 | 17,136 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $787,282 | 17,126 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $849,216 | 17,257 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $799,962 | 17,497 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $675,028 | 15,702 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $646,137 | 15,702 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $706,573 | 16,288 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $709,468 | 16,588 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $652,213 | 16,788 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $654,396 | 16,788 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $619,812 | 16,788 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $480,304 | 16,788 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $509,515 | 16,788 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $572,470 | 16,788 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $722,387 | 16,788 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $730,949 | 16,788 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $616,400 | 12,996 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $724,626 | 12,780 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $748,269 | 12,780 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $749,547 | 12,780 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $665,667 | 11,994 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $699,490 | 11,994 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $574,920 | 11,995 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $458,959 | 12,062 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $488,412 | 13,007 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $401,135 | 13,007 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||