SEC 13F Intelligence

Wealth Advisory Solutions, LLC / TFC

Wealth Advisory Solutions, LLC’s Truist Finl Corp Position

Does Wealth Advisory Solutions, LLC own Truist Finl Corp (TFC)? Not currently — the last reported position was 152.9K shares worth $7M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q3 2022
Shares
152.9K
% of Portfolio
+1.84%
Quarters Held
4
position exited

Position History TFC

Reported value by quarter
Q3 ’21: $291,000Q3 ’21Q1 ’22: $9MQ1 ’22Q2 ’22: $8MQ2 ’22Q3 ’22: $7MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2022152.9K$7M+1.84%
Q2 2022176.7K$8M+2.06%
Q1 2022167.0K$9M+1.97%
Q3 20215.0K$291,000+0.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealth Advisory Solutions, LLC’s full portfolio or all institutional holders of TFC.