Avior Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $477K | Sell |
9,569
-12,298
| -56% | -$605K | 0.01% | 527 |
|
|
2026
Q1 | $1.01M | Buy |
21,867
+1,152
| +6% | +$56.9K | 0.03% | 349 |
|
|
2025
Q4 | $1.02M | Buy |
20,715
+59
| +0.3% | +$2.72K | 0.03% | 308 |
|
|
2025
Q3 | $944K | Buy |
20,656
+722
| +4% | +$32.6K | 0.03% | 315 |
|
|
2025
Q2 | $857K | Sell |
19,934
-441
| -2% | -$17.3K | 0.03% | 323 |
|
|
2025
Q1 | $838K | Buy |
20,375
+14,086
| +224% | +$628K | 0.03% | 298 |
|
|
2024
Q4 | $273K | Buy |
6,289
+1,855
| +42% | +$82.8K | 0.01% | 611 |
|
|
2024
Q3 | $190K | Sell |
4,434
-4,510
| -50% | -$190K | 0.01% | 711 |
|
|
2024
Q2 | $347K | Buy |
8,944
+4,014
| +81% | +$152K | 0.01% | 529 |
|
|
2024
Q1 | $192K | Buy |
4,930
+1,163
| +31% | +$42.5K | 0.01% | 717 |
|
|
2023
Q4 | $139K | Sell |
3,767
-1,686
| -31% | -$52.9K | 0.01% | 566 |
|
|
2023
Q3 | $156K | Buy |
5,453
+2,093
| +62% | +$64.4K | 0.01% | 569 |
|
|
2023
Q2 | $102K | Sell |
3,360
-978
| -23% | -$30.4K | 0.01% | 625 |
|
|
2023
Q1 | $148K | Buy |
4,338
+2,535
| +141% | +$111K | 0.01% | 573 |
|
|
2022
Q4 | $77.6K | Buy |
1,803
+3
| +0.2% | +$132 | 0.01% | 562 |
|
|
2022
Q3 | $78K | Sell |
1,800
-50
| -3% | -$2.41K | 0.01% | 546 |
|
|
2022
Q2 | $87K | Buy |
1,850
+2
| +0.1% | +$99 | 0.01% | 503 |
|
|
2022
Q1 | $104K | Buy |
1,848
+1
| +0.1% | +$62 | 0.01% | 508 |
|
|
2021
Q4 | $108K | Buy |
1,847
+190
| +11% | +$11.6K | 0.01% | 491 |
|
|
2021
Q3 | $97K | Sell |
1,657
-4,764
| -74% | -$266K | 0.01% | 492 |
|
|
2021
Q2 | $355K | Hold |
6,421
| – | – | 0.04% | 343 |
|
|
2021
Q1 | $374K | Sell |
6,421
-92
| -1% | -$5.04K | 0.04% | 334 |
|
|
2020
Q4 | $311K | Buy |
6,513
+92
| +1% | +$4.17K | 0.04% | 339 |
|
|
2020
Q3 | $243K | Sell |
6,421
-1,080
| -14% | -$40.7K | 0.03% | 355 |
|
|
2020
Q2 | $280K | Sell |
7,501
-633
| -8% | -$22.8K | 0.04% | 338 |
|
|
2020
Q1 | $250K | Buy |
8,134
+6,584
| +425% | +$311K | 0.05% | 306 |
|
|
2019
Q4 | $87K | Buy |
1,550
+1,021
| +193% | +$55.3K | 0.01% | 438 |
|
|
2019
Q3 | $28K | Hold |
529
| – | – | ﹤0.01% | 503 |
|
|
2019
Q2 | $26K | Buy |
+529
| New | +$25.9K | ﹤0.01% | 499 |
|
|
2018
Q2 | – | Sell |
-12
| Closed | -$1K | – | 853 |
|
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 760 |
|
|
2017
Q4 | $1K | Buy |
+12
| New | +$579 | ﹤0.01% | 764 |
|
|
2017
Q2 | – | Sell |
-190
| Closed | -$8K | – | 488 |
|
|
2017
Q1 | $8K | Buy |
190
+2
| +1% | +$93 | ﹤0.01% | 378 |
|
|
2016
Q4 | $9K | Buy |
188
+1
| +0.5% | +$43 | ﹤0.01% | 343 |
|
|
2016
Q3 | $7K | Buy |
187
+1
| +0.5% | +$37 | ﹤0.01% | 366 |
|
|
2016
Q2 | $7K | Buy |
186
+2
| +1% | +$70 | ﹤0.01% | 362 |
|
|
2016
Q1 | $6K | Buy |
184
+1
| +0.5% | +$33 | ﹤0.01% | 384 |
|
|
2015
Q4 | $7K | Buy |
183
+2
| +1% | +$75 | ﹤0.01% | 342 |
|
|
2015
Q3 | $6K | Buy |
181
+1
| +0.6% | +$39 | ﹤0.01% | 316 |
|
|
2015
Q2 | $7K | Buy |
180
+1
| +0.6% | +$40 | 0.01% | 294 |
|
|
2015
Q1 | $7K | Buy |
179
+1
| +0.6% | +$38 | 0.01% | 275 |
|
|
2014
Q4 | $7K | Buy |
178
+1
| +0.6% | +$38 | 0.01% | 251 |
|
|
2014
Q3 | $7K | Buy |
177
+1
| +0.6% | +$38 | 0.01% | 248 |
|
|
2014
Q2 | $7K | Sell |
176
-948
| -84% | -$36.4K | 0.01% | 256 |
|
|
2014
Q1 | $45K | Buy |
+1,124
| New | +$43K | 0.04% | 133 |
|
Other funds holding TFC
Avior Wealth Management's TFC Position: Q2 2026 in Review
Avior Wealth Management reduced its Truist Financial (TFC) stake by 56% in Q2 2026, selling an estimated $605K and leaving 9,569 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #527.
Avior Wealth Management first reported a position in TFC in Q1 2014 and has held it in 44 quarters since. The position peaked at $1.02M in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Avior Wealth Management held 9,569 shares of Truist Financial worth $477K as of Q2 2026.
- Avior Wealth Management sold 12,298 Truist Financial shares in Q2 2026, an estimated $605K.
- Truist Financial made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #527 holding.
- Avior Wealth Management first reported a position in Truist Financial in Q1 2014 and has held it in 44 quarters since.
- Avior Wealth Management's Truist Financial position peaked at $1.02M in Q4 2025.
- 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.