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Alliance Wealth Advisors (Pennsylvania)’s Truist Financial TFC Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$557K Sell
11,171
-70
-0.6% -$3.44K 0.18% 77
2026
Q1 		$517K Sell
11,241
-57
-0.5% -$2.82K 0.23% 72
2025
Q4 		$556K Buy
11,298
+205
+2% +$9.44K 0.24% 65
2025
Q3 		$507K Buy
11,093
+6
+0.1% +$271 0.23% 72
2025
Q2 		$477K Buy
11,087
+140
+1% +$5.48K 0.24% 72
2025
Q1 		$450K Buy
10,947
+144
+1% +$6.42K 0.26% 69
2024
Q4 		$469K Buy
10,803
+27
+0.3% +$1.21K 0.26% 70
2024
Q3 		$461K Sell
10,776
-104
-1% -$4.39K 0.26% 72
2024
Q2 		$423K Sell
10,880
-527
-5% -$19.9K 0.27% 71
2024
Q1 		$445K Sell
11,407
-44
-0.4% -$1.61K 0.28% 68
2023
Q4 		$423K Buy
11,451
+2,003
+21% +$62.9K 0.28% 69
2023
Q3 		$270K Buy
9,448
+233
+3% +$7.17K 0.2% 98
2023
Q2 		$280K Hold
9,215
– – 0.2% 99
2023
Q1 		$314K Buy
9,215
+1,371
+17% +$59.8K 0.24% 87
2022
Q4 		$338K Buy
7,844
+3,083
+65% +$135K 0.28% 75
2022
Q3 		$207K Sell
4,761
-359
-7% -$17.3K 0.19% 101
2022
Q2 		$243K Sell
5,120
-282
-5% -$13.9K 0.21% 92
2022
Q1 		$306K Sell
5,402
-301
-5% -$18.6K 0.25% 90
2021
Q4 		$334K Sell
5,703
-17
-0.3% -$1.04K 0.27% 81
2021
Q3 		$335K Buy
5,720
+319
+6% +$17.8K 0.3% 77
2021
Q2 		$300K Hold
5,401
– – 0.27% 80
2021
Q1 		$315K Buy
5,401
+55
+1% +$3.02K 0.31% 76
2020
Q4 		$256K Buy
+5,346
New +$242K 0.27% 85

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s TFC Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its Truist Financial (TFC) stake by 0.62% in Q2 2026, selling an estimated $3.44K and leaving 11,171 shares worth $557K. The position accounts for 0.18% of the portfolio, ranked #77.

Alliance Wealth Advisors (Pennsylvania) first reported a position in TFC in Q4 2020 and has held it in 23 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 11,171 shares of Truist Financial worth $557K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 70 Truist Financial shares in Q2 2026, an estimated $3.44K.
  • Truist Financial made up 0.18% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #77 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Truist Financial in Q4 2020 and has held it in 23 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.