AIA
TFC icon

Arbor Investment Advisors’s Truist Financial TFC Stock Holding History

Arbor Investment Advisors’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 		$2.05M Buy
41,115
+35,414
+621% +$1.74M 0.23% 35
2026
Q1 		$262K Hold
5,701
– – 0.03% 96
2025
Q4 		$281K Sell
5,701
-77,017
-93% -$3.55M 0.04% 94
2025
Q3 		$3.78M Buy
82,718
+76,924
+1,328% +$3.47M 0.48% 26
2025
Q2 		$249K Buy
5,794
+64
+1% +$2.5K 0.03% 101
2025
Q1 		$236K Buy
5,730
+1,108
+24% +$49.4K 0.03% 98
2024
Q4 		$201K Sell
4,622
-79,069
-94% -$3.53M 0.03% 105
2024
Q3 		$3.58M Buy
+83,691
New +$3.53M 0.47% 25
2024
Q2 		– Sell
-84,445
Closed -$3.29M – 111
2024
Q1 		$3.29M Hold
84,445
– – 0.48% 24
2023
Q4 		$3.12M Sell
84,445
-1,134
-1% -$35.6K 0.49% 24
2023
Q3 		$2.45M Buy
85,579
+19,740
+30% +$607K 0.43% 27
2023
Q2 		$2M Sell
65,839
-1,812
-3% -$56.3K 0.35% 29
2023
Q1 		$2.31M Sell
67,651
-644
-0.9% -$28.1K 0.42% 27
2022
Q4 		$2.94M Buy
68,295
+59,698
+694% +$2.62M 0.6% 26
2022
Q3 		$374K Sell
8,597
-64,201
-88% -$3.09M 0.09% 48
2022
Q2 		$3.45M Sell
72,798
-1,526
-2% -$75.3K 0.74% 22
2022
Q1 		$4.21M Buy
74,324
+498
+0.7% +$30.8K 0.8% 21
2021
Q4 		$4.32M Sell
73,826
-447
-0.6% -$27.3K 0.81% 21
2021
Q3 		$4.36M Sell
74,273
-710
-0.9% -$39.7K 0.88% 21
2021
Q2 		$4.16M Sell
74,983
-288
-0.4% -$16.9K 0.88% 19
2021
Q1 		$4.39M Sell
75,271
-844
-1% -$46.3K 0.99% 18
2020
Q4 		$3.65M Sell
76,115
-596
-0.8% -$27K 0.84% 19
2020
Q3 		$2.92M Buy
76,711
+6
+0% +$226 0.76% 19
2020
Q2 		$2.88M Buy
76,705
+5
+0% +$180 0.79% 19
2020
Q1 		$2.37M Sell
76,700
-1,090
-1% -$51.5K 0.78% 18
2019
Q4 		$4.38M Buy
77,790
+110
+0.1% +$5.96K 1.24% 13
2019
Q3 		$4.15M Sell
77,680
-747
-1% -$37K 1.26% 13
2019
Q2 		$3.85M Sell
78,427
-1,261
-2% -$61.8K 1.21% 14
2019
Q1 		$3.71M Buy
79,688
+2,011
+3% +$98.1K 1.18% 14
2018
Q4 		$3.37M Sell
77,677
-948
-1% -$45.5K 1.23% 14
2018
Q3 		$3.82M Sell
78,625
-713
-0.9% -$36.6K 1.42% 13
2018
Q2 		$4M Sell
79,338
-452
-0.6% -$24K 1.58% 14
2018
Q1 		$4.15M Sell
79,790
-961
-1% -$51.8K 1.73% 11
2017
Q4 		$4.01M Sell
80,751
-1,450
-2% -$70K 1.75% 11
2017
Q3 		$3.86M Sell
82,201
-669
-0.8% -$30.8K 1.8% 11
2017
Q2 		$3.76M Sell
82,870
-498
-0.6% -$21.6K 1.86% 12
2017
Q1 		$3.73M Sell
83,368
-1,800
-2% -$84.1K 1.91% 12
2016
Q4 		$4M Sell
85,168
-3,187
-4% -$136K 2.15% 11
2016
Q3 		$3.33M Sell
88,355
-1,431
-2% -$53.3K 1.82% 12
2016
Q2 		$3.2M Sell
89,786
-500
-0.6% -$17.5K 1.83% 11
2016
Q1 		$3M Hold
90,286
– – 1.81% 11
2015
Q4 		$3.41M Sell
90,286
-545
-0.6% -$20.5K 2.04% 12
2015
Q3 		$3.23M Buy
90,831
+171
+0.2% +$6.6K 2.03% 12
2015
Q2 		$3.65M Sell
90,660
-2,027
-2% -$80.2K 2.05% 12
2015
Q1 		$3.61M Sell
92,687
-5,531
-6% -$208K 2.01% 12
2014
Q4 		$3.82M Sell
98,218
-6,000
-6% -$226K 2.15% 12
2014
Q3 		$3.88M Buy
104,218
+1,607
+2% +$60.7K 2.17% 12
2014
Q2 		$4.05M Buy
102,611
+6,966
+7% +$267K 2.16% 12
2014
Q1 		$3.84M Sell
95,645
-10,087
-10% -$386K 2.2% 11
2013
Q4 		$3.95M Hold
105,732
– – 2.38% 11
2013
Q3 		$3.57M Sell
105,732
-44,754
-30% -$1.56M 2.31% 11
2013
Q2 		$5.1M Buy
+150,486
New +$4.8M 3.58% 9

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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Arbor Investment Advisors's TFC Position: Q2 2026 in Review

Arbor Investment Advisors increased its Truist Financial (TFC) stake by 621% in Q2 2026, buying an estimated $1.74M and bringing the position to 41,115 shares worth $2.05M. The position accounts for 0.23% of the portfolio, ranked #35.

Arbor Investment Advisors first reported a position in TFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.1M in Q2 2013. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Arbor Investment Advisors held 41,115 shares of Truist Financial worth $2.05M as of Q2 2026.
  • Arbor Investment Advisors bought 35,414 Truist Financial shares in Q2 2026, an estimated $1.74M.
  • Truist Financial made up 0.23% of Arbor Investment Advisors's portfolio in Q2 2026, its #35 holding.
  • Arbor Investment Advisors first reported a position in Truist Financial in Q2 2013 and has held it in 52 quarters since.
  • Arbor Investment Advisors's Truist Financial position peaked at $5.1M in Q2 2013.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.