AssuredPartners Investment Advisors’s Truist Financial TFC Stock Holding History

AssuredPartners 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	$1.26M	Sell	25,350 -104	-0.4%	-$5.12K	0.12%	169
2026 Q1	$1.21M	Sell	25,454 -5,039	-17%	-$249K	0.13%	168
2025 Q4	$1.5M	Sell	30,493 -983	-3%	-$45.3K	0.22%	108
2025 Q3	$1.44M	Sell	31,476 -98	-0.3%	-$4.42K	0.32%	62
2025 Q2	$1.36M	Buy	31,574 +948	+3%	+$37.1K	0.33%	56
2025 Q1	$1.26M	Buy	30,626 +2,827	+10%	+$126K	0.24%	105
2024 Q4	$1.21M	Buy	+27,799	New	+$1.24M	0.24%	102

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

AssuredPartners Investment Advisors reduced its Truist Financial (TFC) stake by 0.41% in Q2 2026, selling an estimated $5.12K and leaving 25,350 shares worth $1.26M. The position accounts for 0.12% of the portfolio, ranked #169.

AssuredPartners Investment Advisors first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q4 2025. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

AssuredPartners Investment Advisors held 25,350 shares of Truist Financial worth $1.26M as of Q2 2026.
AssuredPartners Investment Advisors sold 104 Truist Financial shares in Q2 2026, an estimated $5.12K.
Truist Financial made up 0.12% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #169 holding.
AssuredPartners Investment Advisors first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's Truist Financial position peaked at $1.5M in Q4 2025.
1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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