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Apella Capital’s Truist Financial TFC Stock Holding History

Apella Capital’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 		$2.21M Buy
43,030
+232
+0.5% +$11.4K 0.03% 248
2026
Q1 		$2.16M Buy
42,798
+31,715
+286% +$1.57M 0.03% 249
2025
Q4 		$545K Buy
11,083
+3,227
+41% +$149K 0.01% 344
2025
Q3 		$323K Buy
7,856
+1,058
+16% +$47.7K 0.01% 386
2025
Q2 		$307K Sell
6,798
-503
-7% -$19.7K 0.01% 348
2025
Q1 		$277K Buy
+7,301
New +$325K 0.01% 317

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Apella Capital's TFC Position: Q2 2026 in Review

Apella Capital increased its Truist Financial (TFC) stake by 0.54% in Q2 2026, buying an estimated $11.4K and bringing the position to 43,030 shares worth $2.21M. The position accounts for 0.03% of the portfolio, ranked #248.

Apella Capital first reported a position in TFC in Q1 2025 and has held it in 6 quarters since. 354 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Apella Capital held 43,030 shares of Truist Financial worth $2.21M as of Q2 2026.
  • Apella Capital bought 232 Truist Financial shares in Q2 2026, an estimated $11.4K.
  • Truist Financial made up 0.03% of Apella Capital's portfolio in Q2 2026, its #248 holding.
  • Apella Capital first reported a position in Truist Financial in Q1 2025 and has held it in 6 quarters since.
  • 354 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.