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Arkadios Wealth Advisors’s Truist Financial TFC Stock Holding History

Arkadios Wealth 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 		$3.5M Sell
70,231
-18,476
-21% -$909K 0.05% 355
2026
Q1 		$4.08M Sell
88,707
-1,201
-1% -$59.3K 0.07% 304
2025
Q4 		$4.42M Sell
89,908
-120,521
-57% -$5.55M 0.09% 250
2025
Q3 		$9.62M Buy
210,429
+19,830
+10% +$894K 0.23% 93
2025
Q2 		$8.19M Buy
190,599
+15,436
+9% +$604K 0.24% 84
2025
Q1 		$7.21M Buy
175,163
+48,614
+38% +$2.17M 0.27% 74
2024
Q4 		$5.49M Buy
126,549
+15,501
+14% +$692K 0.3% 66
2024
Q3 		$4.75M Buy
111,048
+1,817
+2% +$76.7K 0.27% 81
2024
Q2 		$4.24M Buy
109,231
+1,774
+2% +$67K 0.29% 69
2024
Q1 		$4.19M Buy
107,457
+1,174
+1% +$42.9K 0.32% 66
2023
Q4 		$3.92M Buy
106,283
+2,860
+3% +$89.8K 0.33% 68
2023
Q3 		$2.96M Buy
103,423
+47,100
+84% +$1.45M 0.28% 89
2023
Q2 		$1.71M Buy
56,323
+3,661
+7% +$114K 0.2% 124
2023
Q1 		$1.8M Buy
52,662
+8,718
+20% +$381K 0.21% 123
2022
Q4 		$1.89M Buy
43,944
+7,697
+21% +$338K 0.25% 108
2022
Q3 		$1.58M Buy
36,247
+6,606
+22% +$318K 0.24% 115
2022
Q2 		$1.41M Buy
29,641
+9,070
+44% +$447K 0.21% 137
2022
Q1 		$1.17M Buy
20,571
+12,241
+147% +$756K 0.15% 163
2021
Q4 		$488K Buy
8,330
+2,411
+41% +$147K 0.06% 332
2021
Q3 		$347K Sell
5,919
-452
-7% -$25.3K 0.05% 369
2021
Q2 		$353K Buy
6,371
+3,191
+100% +$187K 0.04% 410
2021
Q1 		$185K Buy
3,180
+713
+29% +$39.1K 0.03% 428
2020
Q4 		$118K Buy
2,467
+540
+28% +$24.4K 0.02% 412
2020
Q3 		$80.3K Buy
1,927
+17
+0.9% +$640 0.04% 326
2020
Q2 		$67.2K Buy
1,910
+12
+0.6% +$432 0.04% 321
2020
Q1 		$58.5K Buy
1,898
+347
+22% +$16.4K 0.04% 311
2019
Q4 		$85.1K Buy
+1,551
New +$84K 0.05% 250

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Arkadios Wealth Advisors's TFC Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Truist Financial (TFC) stake by 21% in Q2 2026, selling an estimated $909K and leaving 70,231 shares worth $3.5M. The position accounts for 0.05% of the portfolio, ranked #355.

Arkadios Wealth Advisors first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.62M in Q3 2025. 1,701 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Arkadios Wealth Advisors held 70,231 shares of Truist Financial worth $3.5M as of Q2 2026.
  • Arkadios Wealth Advisors sold 18,476 Truist Financial shares in Q2 2026, an estimated $909K.
  • Truist Financial made up 0.05% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #355 holding.
  • Arkadios Wealth Advisors first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Truist Financial position peaked at $9.62M in Q3 2025.
  • 1,701 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.