Allegiance Financial Group Advisory Services’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$306K Sell
6,150
-603
-9% -$29.7K 0.05% 139
2026
Q1
$310K Sell
6,753
-97
-1% -$4.79K 0.06% 136
2025
Q4
$337K Buy
6,850
+1,076
+19% +$49.6K 0.07% 112
2025
Q3
$264K Buy
5,774
+170
+3% +$7.66K 0.06% 129
2025
Q2
$241K Buy
+5,604
New +$219K 0.06% 131
2025
Q1
Sell
-4,825
Closed -$209K 155
2024
Q4
$209K Buy
4,825
+83
+2% +$3.7K 0.07% 97
2024
Q3
$203K Buy
+4,742
New +$200K 0.07% 74

Other funds holding TFC

Allegiance Financial Group Advisory Services's TFC Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services reduced its Truist Financial (TFC) stake by 8.9% in Q2 2026, selling an estimated $29.7K and leaving 6,150 shares worth $306K. The position accounts for 0.05% of the portfolio, ranked #139.

Allegiance Financial Group Advisory Services first reported a position in TFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $337K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 6,150 shares of Truist Financial worth $306K as of Q2 2026.
  • Allegiance Financial Group Advisory Services sold 603 Truist Financial shares in Q2 2026, an estimated $29.7K.
  • Truist Financial made up 0.05% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #139 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Truist Financial in Q3 2024 and has held it in 7 quarters since.
  • Allegiance Financial Group Advisory Services's Truist Financial position peaked at $337K in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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