AWE
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Avidian Wealth Enterprises’s Truist Financial TFC Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$1.92M Buy
41,571
+3,263
+9% +$166K 0.05% 221
2026
Q2 		$1.91M Buy
38,308
+2,313
+6% +$114K 0.05% 221
2026
Q1 		$1.65M Buy
35,995
+31,754
+749% +$1.57M 0.05% 224
2025
Q4 		$209K Buy
+4,241
New +$195K 0.01% 550
2023
Q2 		– Sell
-15,531
Closed -$530K – 486
2023
Q1 		$530K Sell
15,531
-1,042
-6% -$45.5K 0.03% 284
2022
Q4 		$713K Buy
16,573
+3,304
+25% +$145K 0.05% 222
2022
Q3 		$578K Buy
13,269
+375
+3% +$18K 0.04% 215
2022
Q2 		$612K Buy
12,894
+1,888
+17% +$93.1K 0.04% 236
2022
Q1 		$624K Buy
11,006
+178
+2% +$11K 0.04% 263
2021
Q4 		$634K Buy
10,828
+444
+4% +$27.1K 0.04% 262
2021
Q3 		$609K Buy
10,384
+1,041
+11% +$58.2K 0.05% 191
2021
Q2 		$519K Buy
9,343
+563
+6% +$33.1K 0.04% 215
2021
Q1 		$512K Buy
8,780
+520
+6% +$28.5K 0.04% 208
2020
Q4 		$396K Buy
8,260
+228
+3% +$10.3K 0.04% 221
2020
Q3 		$306K Buy
8,032
+137
+2% +$5.16K 0.03% 214
2020
Q2 		$296K Buy
7,895
+1,071
+16% +$38.6K 0.04% 197
2020
Q1 		$210K Sell
6,824
-154
-2% -$7.28K 0.03% 187
2019
Q4 		$393K Buy
+6,978
New +$378K 0.06% 145

Other funds holding TFC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Avidian Wealth Enterprises's TFC Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Truist Financial (TFC) stake by 8.5% in Q3 2026, buying an estimated $166K and bringing the position to 41,571 shares worth $1.92M. The position accounts for 0.05% of the portfolio, ranked #221.

Avidian Wealth Enterprises first reported a position in TFC in Q4 2019 and has held it in 18 quarters since. 74 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Avidian Wealth Enterprises held 41,571 shares of Truist Financial worth $1.92M as of Q3 2026.
  • Avidian Wealth Enterprises bought 3,263 Truist Financial shares in Q3 2026, an estimated $166K.
  • Truist Financial made up 0.05% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #221 holding.
  • Avidian Wealth Enterprises first reported a position in Truist Financial in Q4 2019 and has held it in 18 quarters since.
  • 74 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.