AWM
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Apollon Wealth Management’s Truist Financial TFC Stock Holding History

Apollon Wealth Management’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 		$3.19M Buy
64,043
+4,422
+7% +$218K 0.04% 388
2026
Q1 		$2.74M Buy
59,621
+1,877
+3% +$92.8K 0.04% 316
2025
Q4 		$2.84M Sell
57,744
-480
-0.8% -$22.1K 0.05% 302
2025
Q3 		$2.66M Buy
58,224
+3,176
+6% +$143K 0.05% 324
2025
Q2 		$2.37M Buy
55,048
+1,936
+4% +$75.7K 0.05% 324
2025
Q1 		$2.19M Sell
53,112
-1,390
-3% -$61.9K 0.05% 316
2024
Q4 		$2.36M Buy
54,502
+5,345
+11% +$239K 0.05% 305
2024
Q3 		$2.1M Buy
49,157
+6,136
+14% +$259K 0.06% 298
2024
Q2 		$1.67M Sell
43,021
-2,438
-5% -$92.1K 0.05% 333
2024
Q1 		$1.77M Sell
45,459
-1,317
-3% -$48.2K 0.06% 322
2023
Q4 		$1.73M Buy
46,776
+6,080
+15% +$191K 0.06% 298
2023
Q3 		$1.16M Sell
40,696
-2,665
-6% -$82K 0.06% 322
2023
Q2 		$1.32M Buy
43,361
+14,383
+50% +$447K 0.06% 315
2023
Q1 		$988K Buy
28,978
+11,154
+63% +$487K 0.06% 330
2022
Q4 		$767K Buy
17,824
+1,047
+6% +$45.9K 0.05% 377
2022
Q3 		$730K Buy
16,777
+1,588
+10% +$76.4K 0.06% 348
2022
Q2 		$720K Sell
15,189
-2,180
-13% -$108K 0.06% 340
2022
Q1 		$985K Sell
17,369
-1,538
-8% -$95K 0.07% 284
2021
Q4 		$1.11M Buy
18,907
+12,339
+188% +$754K 0.08% 258
2021
Q3 		$385K Buy
+6,568
New +$367K 0.05% 306
2020
Q3 		– Sell
-285
Closed -$11K – 631
2020
Q2 		$11K Buy
+285
New +$10.3K 0.01% 485
2019
Q3 		– Sell
-2,042
Closed -$100K – 104
2019
Q2 		$100K Buy
+2,042
New +$100K 0.11% 67

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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

Apollon Wealth Management's TFC Position: Q2 2026 in Review

Apollon Wealth Management increased its Truist Financial (TFC) stake by 7.4% in Q2 2026, buying an estimated $218K and bringing the position to 64,043 shares worth $3.19M. The position accounts for 0.04% of the portfolio, ranked #388.

Apollon Wealth Management first reported a position in TFC in Q2 2019 and has held it in 22 quarters since. 398 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Apollon Wealth Management held 64,043 shares of Truist Financial worth $3.19M as of Q2 2026.
  • Apollon Wealth Management bought 4,422 Truist Financial shares in Q2 2026, an estimated $218K.
  • Truist Financial made up 0.04% of Apollon Wealth Management's portfolio in Q2 2026, its #388 holding.
  • Apollon Wealth Management first reported a position in Truist Financial in Q2 2019 and has held it in 22 quarters since.
  • 398 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.