Aptus Capital 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 | $4.47M | Buy |
89,727
+4,036
| +5% | +$199K | 0.03% | 384 |
|
|
2026
Q1 | $3.94M | Buy |
85,691
+24,957
| +41% | +$1.23M | 0.03% | 380 |
|
|
2025
Q4 | $2.99M | Sell |
60,734
-217
| -0.4% | -$10K | 0.02% | 389 |
|
|
2025
Q3 | $2.79M | Buy |
60,951
+29,823
| +96% | +$1.34M | 0.02% | 387 |
|
|
2025
Q2 | $1.34M | Sell |
31,128
-151
| -0.5% | -$5.91K | 0.01% | 480 |
|
|
2025
Q1 | $1.29M | Buy |
31,279
+19
| +0.1% | +$846 | 0.01% | 460 |
|
|
2024
Q4 | $1.36M | Buy |
31,260
+6,678
| +27% | +$298K | 0.01% | 460 |
|
|
2024
Q3 | $1.05M | Buy |
24,582
+4,049
| +20% | +$171K | 0.02% | 404 |
|
|
2024
Q2 | $798K | Sell |
20,533
-29,996
| -59% | -$1.13M | 0.01% | 422 |
|
|
2024
Q1 | $1.97M | Buy |
50,529
+1,345
| +3% | +$49.2K | 0.04% | 300 |
|
|
2023
Q4 | $1.82M | Sell |
49,184
-3,195
| -6% | -$100K | 0.05% | 233 |
|
|
2023
Q3 | $1.5M | Buy |
52,379
+9
| +0% | +$277 | 0.04% | 258 |
|
|
2023
Q2 | $1.59M | Sell |
52,370
-4,343
| -8% | -$135K | 0.04% | 239 |
|
|
2023
Q1 | $1.93M | Sell |
56,713
-5,580
| -9% | -$244K | 0.05% | 218 |
|
|
2022
Q4 | $2.68M | Sell |
62,293
-230
| -0.4% | -$10.1K | 0.08% | 185 |
|
|
2022
Q3 | $2.72M | Buy |
62,523
+3,140
| +5% | +$151K | 0.07% | 170 |
|
|
2022
Q2 | $2.82M | Sell |
59,383
-2,683
| -4% | -$132K | 0.07% | 152 |
|
|
2022
Q1 | $3.52M | Buy |
62,066
+1,114
| +2% | +$68.8K | 0.09% | 130 |
|
|
2021
Q4 | $3.57M | Buy |
60,952
+7,180
| +13% | +$439K | 0.11% | 126 |
|
|
2021
Q3 | $3.15M | Buy |
53,772
+225
| +0.4% | +$12.6K | 0.08% | 126 |
|
|
2021
Q2 | $2.97M | Buy |
53,547
+887
| +2% | +$52.1K | 0.09% | 116 |
|
|
2021
Q1 | $3.07M | Buy |
52,660
+3,640
| +7% | +$200K | 0.11% | 98 |
|
|
2020
Q4 | $2.35M | Hold |
49,020
| – | – | 0.11% | 106 |
|
|
2020
Q3 | $1.86M | Sell |
49,020
-2,000
| -4% | -$75.4K | 0.1% | 114 |
|
|
2020
Q2 | $1.92M | Sell |
51,020
-3,700
| -7% | -$133K | 0.12% | 108 |
|
|
2020
Q1 | $1.69M | Buy |
54,720
+10,421
| +24% | +$493K | 0.15% | 114 |
|
|
2019
Q4 | $2.49M | Buy |
44,299
+22,231
| +101% | +$1.2M | 0.18% | 119 |
|
|
2019
Q3 | $1.18M | Sell |
22,068
-1,030
| -4% | -$51K | 0.07% | 181 |
|
|
2019
Q2 | $1.13M | Buy |
23,098
+847
| +4% | +$41.5K | 0.16% | 122 |
|
|
2019
Q1 | $1.04M | Buy |
+22,251
| New | +$1.09M | 0.18% | 110 |
|
Other funds holding TFC
Aptus Capital Advisors's TFC Position: Q2 2026 in Review
Aptus Capital Advisors increased its Truist Financial (TFC) stake by 4.7% in Q2 2026, buying an estimated $199K and bringing the position to 89,727 shares worth $4.47M. The position accounts for 0.03% of the portfolio, ranked #384.
Aptus Capital Advisors first reported a position in TFC in Q1 2019 and has held it in 30 quarters since. 1,712 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Aptus Capital Advisors held 89,727 shares of Truist Financial worth $4.47M as of Q2 2026.
- Aptus Capital Advisors bought 4,036 Truist Financial shares in Q2 2026, an estimated $199K.
- Truist Financial made up 0.03% of Aptus Capital Advisors's portfolio in Q2 2026, its #384 holding.
- Aptus Capital Advisors first reported a position in Truist Financial in Q1 2019 and has held it in 30 quarters since.
- 1,712 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.