Advocacy Wealth Management Services’s Truist Financial TFC Stock Holding History

Advocacy Wealth Management Services’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	$751K	Buy	15,082 +345	+2%	+$17K	0.03%	116
2026 Q1	$677K	Sell	14,737 -185	-1%	-$9.14K	0.03%	115
2025 Q4	$734K	Buy	14,922 +202	+1%	+$9.3K	0.03%	111
2025 Q3	$673K	Buy	+14,720	New	+$664K	0.03%	114
2022 Q1	–	Sell	-177	Closed	-$10K	–	224
2021 Q4	$10K	Hold	177	–	–	﹤0.01%	122
2021 Q3	$10K	Buy	+177	New	+$9.89K	﹤0.01%	120
2020 Q1	–	Sell	-384	Closed	-$22K	–	137
2019 Q4	$22K	Buy	+384	New	+$20.8K	0.01%	94
2016 Q1	–	Sell	-200	Closed	-$8K	–	554
2015 Q4	$8K	Buy	+200	New	+$7.52K	0.01%	382

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Advocacy Wealth Management Services's TFC Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its Truist Financial (TFC) stake by 2.3% in Q2 2026, buying an estimated $17K and bringing the position to 15,082 shares worth $751K. The position accounts for 0.03% of the portfolio, ranked #116.

Advocacy Wealth Management Services first reported a position in TFC in Q4 2015 and has held it in 8 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Advocacy Wealth Management Services held 15,082 shares of Truist Financial worth $751K as of Q2 2026.
Advocacy Wealth Management Services bought 345 Truist Financial shares in Q2 2026, an estimated $17K.
Truist Financial made up 0.03% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #116 holding.
Advocacy Wealth Management Services first reported a position in Truist Financial in Q4 2015 and has held it in 8 quarters since.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.