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ARS Wealth Advisors Group’s Truist Financial TFC Stock Holding History

ARS Wealth Advisors Group’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 		$454K Buy
9,108
+2,440
+37% +$120K 0.04% 147
2026
Q1 		$307K Buy
6,668
+222
+3% +$11K 0.03% 163
2025
Q4 		$317K Buy
6,446
+23
+0.4% +$1.06K 0.03% 143
2025
Q3 		$294K Buy
6,423
+24
+0.4% +$1.08K 0.03% 147
2025
Q2 		$275K Buy
6,399
+27
+0.4% +$1.06K 0.03% 143
2025
Q1 		$262K Sell
6,372
-278
-4% -$12.4K 0.04% 134
2024
Q4 		$288K Buy
6,650
+322
+5% +$14.4K 0.04% 127
2024
Q3 		$271K Buy
6,328
+223
+4% +$9.42K 0.03% 143
2024
Q2 		$237K Sell
6,105
-5,910
-49% -$223K 0.03% 147
2024
Q1 		$468K Sell
12,015
-2,376
-17% -$86.9K 0.06% 100
2023
Q4 		$531K Sell
14,391
-147,868
-91% -$4.64M 0.08% 90
2023
Q3 		$4.64M Buy
162,259
+12,445
+8% +$383K 0.76% 44
2023
Q2 		$4.55M Buy
149,814
+22,661
+18% +$704K 0.72% 45
2023
Q1 		$4.34M Buy
127,153
+118,847
+1,431% +$5.19M 0.8% 41
2022
Q4 		$357K Buy
+8,306
New +$364K 0.06% 99

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

ARS Wealth Advisors Group's TFC Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Truist Financial (TFC) stake by 37% in Q2 2026, buying an estimated $120K and bringing the position to 9,108 shares worth $454K. The position accounts for 0.04% of the portfolio, ranked #147.

ARS Wealth Advisors Group first reported a position in TFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.64M in Q3 2023. 614 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • ARS Wealth Advisors Group held 9,108 shares of Truist Financial worth $454K as of Q2 2026.
  • ARS Wealth Advisors Group bought 2,440 Truist Financial shares in Q2 2026, an estimated $120K.
  • Truist Financial made up 0.04% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #147 holding.
  • ARS Wealth Advisors Group first reported a position in Truist Financial in Q4 2022 and has held it in 15 quarters since.
  • ARS Wealth Advisors Group's Truist Financial position peaked at $4.64M in Q3 2023.
  • 614 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.