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Fortis Group Advisors, LLC

SEC CIK
0001815183
Latest filing
Jul 24, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Fortis Group Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TFC overviewAll 13F holders of TFCFull Q2 2026 holdings

Shares (Q2 2026)
150
Value
$7.47K
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of TFC by Fortis Group Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026150$7.47K<0.1%00.0%UnchangedHolders
Q1 2026150$6.90K<0.1%00.0%UnchangedHolders
Q4 2025150$7.38K<0.1%00.0%UnchangedHolders
Q3 2025150$6.86K<0.1%00.0%UnchangedHolders
Q2 2025150$6.45K<0.1%00.0%UnchangedHolders
Q1 2025150$6.17K<0.1%00.0%UnchangedHolders
Q4 2024150$6.51K<0.1%00.0%UnchangedHolders
Q3 2024150$6.42K<0.1%00.0%UnchangedHolders
Q2 2024150$5.83K<0.1%00.0%UnchangedHolders
Q1 2024150$5.85K<0.1%−150−50.0%ReducedHolders
Q4 2023300$11.1K<0.1%+150+100.0%AddedHolders
Q3 2023150$4.29K<0.1%+150NewHolders