Advisory Alpha’s Truist Financial TFC Stock Holding History

Advisory Alpha’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	$365K	Buy	+7,328	New	+$360K	0.01%	436
2025 Q2	–	Sell	-5,782	Closed	-$238K	–	497
2025 Q1	$238K	Buy	5,782 +318	+6%	+$14.2K	0.01%	403
2024 Q4	$237K	Sell	5,464 -115	-2%	-$5.13K	0.01%	383
2024 Q3	$239K	Buy	+5,579	New	+$236K	0.01%	370
2023 Q3	–	Sell	-7,526	Closed	-$228K	–	333
2023 Q2	$228K	Sell	7,526 -144	-2%	-$4.47K	0.01%	295
2023 Q1	$262K	Sell	7,670 -80	-1%	-$3.49K	0.02%	238
2022 Q4	$333K	Sell	7,750 -1,565	-17%	-$68.7K	0.02%	201
2022 Q3	$406K	Buy	9,315 +19	+0.2%	+$914	0.03%	175
2022 Q2	$441K	Sell	9,296 -1,310	-12%	-$64.6K	0.03%	168
2022 Q1	$601K	Buy	10,606 +535	+5%	+$33K	0.04%	160
2021 Q4	$590K	Sell	10,071 -525	-5%	-$32.1K	0.03%	160
2021 Q3	$621K	Buy	+10,596	New	+$592K	0.04%	142
2020 Q4	–	Sell	-113	Closed	-$5K	–	588
2020 Q3	$5K	Buy	+113	New	+$4.26K	﹤0.01%	523
2020 Q2	–	Sell	-127	Closed	-$4.36K	–	560
2020 Q1	$4.36K	Buy	127 +14	+12%	+$662	﹤0.01%	507
2019 Q4	$6.35K	Buy	+113	New	+$6.12K	﹤0.01%	544

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

Advisory Alpha's TFC Position: Q2 2026 in Review

Advisory Alpha opened a new position in Truist Financial (TFC) in Q2 2026: 7,328 shares worth $365K. The stake represents 0.01% of the portfolio and ranks #436 among its holdings. This is a return to the name: Advisory Alpha previously reported a position in TFC as recently as Q1 2025.

Advisory Alpha first reported a position in TFC in Q4 2019 and has held it in 15 quarters since. The position peaked at $621K in Q3 2021. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Advisory Alpha held 7,328 shares of Truist Financial worth $365K as of Q2 2026.
Truist Financial was a new Advisory Alpha position in Q2 2026.
Truist Financial made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #436 holding.
Advisory Alpha first reported a position in Truist Financial in Q4 2019 and has held it in 15 quarters since.
Advisory Alpha's Truist Financial position peaked at $621K in Q3 2021.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.