Accordant Advisory Group’s Truist Financial TFC Stock Holding History

Accordant Advisory Group’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	$164K	Hold	3,295	–	–	0.11%	54
2026 Q1	$151K	Sell	3,295 -168	-5%	-$8.3K	0.09%	51
2025 Q4	$170K	Sell	3,463 -836	-19%	-$38.5K	0.12%	55
2025 Q3	$197K	Hold	4,299	–	–	0.13%	53
2025 Q2	$185K	Hold	4,299	–	–	0.14%	56
2025 Q1	$177K	Hold	4,299	–	–	0.17%	42
2024 Q4	$186K	Sell	4,299 -225	-5%	-$10K	0.18%	45
2024 Q3	$193K	Buy	4,524 +3,488	+337%	+$147K	0.15%	46
2024 Q2	$40.2K	Sell	1,036 -452	-30%	-$17.1K	0.04%	82
2024 Q1	$58K	Buy	+1,488	New	+$54.4K	0.04%	125

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Accordant Advisory Group's TFC Position: Q2 2026 in Review

Accordant Advisory Group held its Truist Financial (TFC) position steady in Q2 2026 at 3,295 shares worth $164K. The position accounts for 0.11% of the portfolio, ranked #54.

Accordant Advisory Group first reported a position in TFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $197K in Q3 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Accordant Advisory Group held 3,295 shares of Truist Financial worth $164K as of Q2 2026.
Accordant Advisory Group left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.11% of Accordant Advisory Group's portfolio in Q2 2026, its #54 holding.
Accordant Advisory Group first reported a position in Truist Financial in Q1 2024 and has held it in 10 quarters since.
Accordant Advisory Group's Truist Financial position peaked at $197K in Q3 2025.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.