Ancora Advisors’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 | $37.3K | Sell |
749
-187
| -20% | -$9.2K | ﹤0.01% | 1145 |
|
|
2026
Q1 | $43K | Sell |
936
-70
| -7% | -$3.46K | ﹤0.01% | 1207 |
|
|
2025
Q4 | $49.5K | Buy |
1,006
+313
| +45% | +$14.4K | ﹤0.01% | 1157 |
|
|
2025
Q3 | $31.7K | Buy |
693
+500
| +259% | +$22.5K | ﹤0.01% | 1132 |
|
|
2025
Q2 | $8.3K | Buy |
193
+64
| +50% | +$2.5K | ﹤0.01% | 1406 |
|
|
2025
Q1 | $5.31K | Hold |
129
| – | – | ﹤0.01% | 1424 |
|
|
2024
Q4 | $5.6K | Buy |
129
+61
| +90% | +$2.72K | ﹤0.01% | 1446 |
|
|
2024
Q3 | $2.91K | Buy |
68
+8
| +13% | +$338 | ﹤0.01% | 1516 |
|
|
2024
Q2 | $2.33K | Hold |
60
| – | – | ﹤0.01% | 1545 |
|
|
2024
Q1 | $2.34K | Hold |
60
| – | – | ﹤0.01% | 1537 |
|
|
2023
Q4 | $2.21K | Hold |
60
| – | – | ﹤0.01% | 1473 |
|
|
2023
Q3 | $1.72K | Hold |
60
| – | – | ﹤0.01% | 1500 |
|
|
2023
Q2 | $1.82K | Hold |
60
| – | – | ﹤0.01% | 1491 |
|
|
2023
Q1 | $2.05K | Sell |
60
-257
| -81% | -$11.2K | ﹤0.01% | 1519 |
|
|
2022
Q4 | $13K | Buy |
317
+52
| +20% | +$2.28K | ﹤0.01% | 1282 |
|
|
2022
Q3 | $12K | Sell |
265
-20
| -7% | -$962 | ﹤0.01% | 1457 |
|
|
2022
Q2 | $14K | Sell |
285
-180
| -39% | -$8.88K | ﹤0.01% | 1527 |
|
|
2022
Q1 | $26K | Hold |
465
| – | – | ﹤0.01% | 1477 |
|
|
2021
Q4 | $27K | Hold |
465
| – | – | ﹤0.01% | 1489 |
|
|
2021
Q3 | $27K | Sell |
465
-81
| -15% | -$4.53K | ﹤0.01% | 1389 |
|
|
2021
Q2 | $30K | Buy |
546
+319
| +141% | +$18.7K | ﹤0.01% | 1235 |
|
|
2021
Q1 | $13K | Buy |
227
+22
| +11% | +$1.21K | ﹤0.01% | 1399 |
|
|
2020
Q4 | $10K | Sell |
205
-266
| -56% | -$12K | ﹤0.01% | 1207 |
|
|
2020
Q3 | $18K | Buy |
471
+107
| +29% | +$4.03K | ﹤0.01% | 1040 |
|
|
2020
Q2 | $14K | Hold |
364
| – | – | ﹤0.01% | 1055 |
|
|
2020
Q1 | $11K | Buy |
+364
| New | +$17.2K | ﹤0.01% | 1166 |
|
|
2018
Q4 | – | Sell |
-10,000
| Closed | -$485K | – | 1127 |
|
|
2018
Q3 | $485K | Hold |
10,000
| – | – | 0.02% | 494 |
|
|
2018
Q2 | $504K | Hold |
10,000
| – | – | 0.02% | 479 |
|
|
2018
Q1 | $520K | Buy |
+10,000
| New | +$539K | 0.02% | 458 |
|
|
2017
Q4 | – | Sell |
-10,000
| Closed | -$469K | – | 673 |
|
|
2017
Q3 | $469K | Hold |
10,000
| – | – | 0.03% | 468 |
|
|
2017
Q2 | $454K | Buy |
+10,000
| New | +$434K | 0.03% | 441 |
|
|
2014
Q4 | – | Sell |
-10,000
| Closed | -$372K | – | 512 |
|
|
2014
Q3 | $372K | Sell |
10,000
-1,000
| -9% | -$37.8K | 0.05% | 338 |
|
|
2014
Q2 | $434K | Hold |
11,000
| – | – | 0.06% | 328 |
|
|
2014
Q1 | $442K | Hold |
11,000
| – | – | 0.06% | 304 |
|
|
2013
Q4 | $411K | Hold |
11,000
| – | – | 0.06% | 283 |
|
|
2013
Q3 | $371K | Hold |
11,000
| – | – | 0.06% | 284 |
|
|
2013
Q2 | $373K | Buy |
+11,000
| New | +$351K | 0.06% | 281 |
|
Other funds holding TFC
Ancora Advisors's TFC Position: Q2 2026 in Review
Ancora Advisors reduced its Truist Financial (TFC) stake by 20% in Q2 2026, selling an estimated $9.2K and leaving 749 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.
Ancora Advisors first reported a position in TFC in Q2 2013 and has held it in 37 quarters since. The position peaked at $520K in Q1 2018. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Ancora Advisors held 749 shares of Truist Financial worth $37.3K as of Q2 2026.
- Ancora Advisors sold 187 Truist Financial shares in Q2 2026, an estimated $9.2K.
- Truist Financial made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1145 holding.
- Ancora Advisors first reported a position in Truist Financial in Q2 2013 and has held it in 37 quarters since.
- Ancora Advisors's Truist Financial position peaked at $520K in Q1 2018.
- 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.