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1620 Investment Advisors’s Truist Financial TFC Stock Holding History

1620 Investment Advisors’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$717K Buy
14,382
+50
+0.3% +$2.46K 0.44% 59
2026
Q1 		$659K Buy
14,332
+358
+3% +$17.7K 0.45% 64
2025
Q4 		$688K Sell
13,974
-2,705
-16% -$125K 0.46% 62
2025
Q3 		$763K Buy
16,679
+10,311
+162% +$465K 0.52% 55
2025
Q2 		$274K Buy
6,368
+258
+4% +$10.1K 0.19% 129
2025
Q1 		$251K Sell
6,110
-53
-0.9% -$2.36K 0.19% 135
2024
Q4 		$267K Sell
6,163
-124
-2% -$5.53K 0.2% 134
2024
Q3 		$269K Buy
6,287
+104
+2% +$4.39K 0.19% 139
2024
Q2 		$240K Sell
6,183
-28
-0.5% -$1.06K 0.18% 143
2024
Q1 		$242K Buy
6,211
+13
+0.2% +$476 0.24% 128
2023
Q4 		$229K Sell
6,198
-1,063
-15% -$33.4K 0.25% 125
2023
Q3 		$208K Sell
7,261
-67
-0.9% -$2.06K 0.24% 128
2023
Q2 		$222K Sell
7,328
-7
-0.1% -$217 0.24% 123
2023
Q1 		$250K Buy
7,335
+208
+3% +$9.08K 0.3% 109
2022
Q4 		$307K Buy
7,127
+196
+3% +$8.6K 0.37% 95
2022
Q3 		$302K Buy
6,931
+195
+3% +$9.38K 0.45% 78
2022
Q2 		$319K Buy
6,736
+216
+3% +$10.7K 0.44% 80
2022
Q1 		$382K Hold
6,520
– – 0.42% 85
2021
Q4 		$382K Buy
+6,520
New +$398K 0.43% 81

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

1620 Investment Advisors's TFC Position: Q2 2026 in Review

1620 Investment Advisors increased its Truist Financial (TFC) stake by 0.35% in Q2 2026, buying an estimated $2.46K and bringing the position to 14,382 shares worth $717K. The position accounts for 0.44% of the portfolio, ranked #59.

1620 Investment Advisors first reported a position in TFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $763K in Q3 2025. 419 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • 1620 Investment Advisors held 14,382 shares of Truist Financial worth $717K as of Q2 2026.
  • 1620 Investment Advisors bought 50 Truist Financial shares in Q2 2026, an estimated $2.46K.
  • Truist Financial made up 0.44% of 1620 Investment Advisors's portfolio in Q2 2026, its #59 holding.
  • 1620 Investment Advisors first reported a position in Truist Financial in Q4 2021 and has held it in 19 quarters since.
  • 1620 Investment Advisors's Truist Financial position peaked at $763K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.