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B. Riley Wealth Advisors’s Truist Financial TFC Stock Holding History

B. Riley 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 		$219K Buy
+4,330
New +$213K 0.01% 737
2026
Q1 		– Sell
-4,271
Closed -$210K – 1102
2025
Q4 		$210K Sell
4,271
-3,246
-43% -$149K 0.01% 847
2025
Q3 		$344K Buy
7,517
+645
+9% +$29.1K 0.02% 662
2025
Q2 		$295K Buy
+6,872
New +$269K 0.01% 724
2024
Q4 		$644K Sell
14,846
-34,585
-70% -$1.54M 0.02% 604
2024
Q3 		$2.08M Sell
49,431
-5,132
-9% -$217K 0.06% 309
2024
Q2 		$2.12M Sell
54,563
-37,103
-40% -$1.4M 0.05% 324
2024
Q1 		$2.62M Buy
91,666
+656
+0.7% +$24K 0.07% 278
2023
Q4 		$3.36M Sell
91,010
-656
-0.7% -$20.6K 0.09% 231
2023
Q3 		$2.62M Buy
91,666
+7,728
+9% +$238K 0.07% 278
2023
Q2 		$2.55M Buy
83,938
+19,961
+31% +$620K 0.06% 308
2023
Q1 		$2.18M Buy
63,977
+32,817
+105% +$1.43M 0.06% 326
2022
Q4 		$1.34M Sell
31,160
-5,580
-15% -$245K 0.04% 446
2022
Q3 		$1.6M Buy
36,740
+15,321
+72% +$737K 0.05% 362
2022
Q2 		$1.02M Sell
21,419
-7,396
-26% -$365K 0.04% 416
2022
Q1 		$1.64M Sell
28,815
-2,204
-7% -$136K 0.05% 344
2021
Q4 		$1.82M Sell
31,019
-1,929
-6% -$118K 0.05% 380
2021
Q3 		$1.92M Buy
32,948
+5,262
+19% +$294K 0.06% 343
2021
Q2 		$1.55M Buy
27,686
+5,226
+23% +$307K 0.05% 398
2021
Q1 		$1.27M Buy
22,460
+1,492
+7% +$81.8K 0.05% 421
2020
Q4 		$1.01M Sell
20,968
-10,099
-33% -$457K 0.05% 327
2020
Q3 		$1.18M Buy
31,067
+1,506
+5% +$56.7K 0.06% 287
2020
Q2 		$1.11M Sell
29,561
-5,954
-17% -$214K 0.07% 261
2020
Q1 		$1.1M Sell
35,515
-3,750
-10% -$177K 0.09% 222
2019
Q4 		$2.21M Buy
39,265
+26,050
+197% +$1.41M 0.19% 121
2019
Q3 		$706K Buy
13,215
+1,060
+9% +$52.5K 0.07% 296
2019
Q2 		$599K Buy
12,155
+1,975
+19% +$96.7K 0.07% 314
2019
Q1 		$475K Buy
10,180
+889
+10% +$43.4K 0.06% 357
2018
Q4 		$403K Buy
9,291
+634
+7% +$30.4K 0.06% 359
2018
Q3 		$422K Sell
8,657
-697
-7% -$35.8K 0.05% 391
2018
Q2 		$473K Sell
9,354
-656
-7% -$34.9K 0.06% 337
2018
Q1 		$523K Buy
10,010
+800
+9% +$43.1K 0.07% 301
2017
Q4 		$458K Sell
9,210
-4,607
-33% -$222K 0.06% 333
2017
Q3 		$649K Sell
13,817
-445
-3% -$20.5K 0.11% 206
2017
Q2 		$648K Buy
14,262
+284
+2% +$12.3K 0.12% 209
2017
Q1 		$625K Buy
13,978
+735
+6% +$34.3K 0.12% 202
2016
Q4 		$623K Buy
13,243
+3,909
+42% +$166K 0.13% 199
2016
Q3 		$353K Buy
9,334
+523
+6% +$19.5K 0.07% 356
2016
Q2 		$314K Buy
8,811
+832
+10% +$29.1K 0.06% 382
2016
Q1 		$265K Sell
7,979
-72
-0.9% -$2.39K 0.06% 383
2015
Q4 		$305K Sell
8,051
-246
-3% -$9.25K 0.06% 359
2015
Q3 		$296K Buy
+8,297
New +$320K 0.07% 356
2015
Q2 		– Sell
-7,850
Closed -$306K – 585
2015
Q1 		$306K Sell
7,850
-1,893
-19% -$71.3K 0.07% 351
2014
Q4 		$3.39K Buy
9,743
+944
+11% +$35.5K 0.07% 341
2014
Q3 		$328K Sell
8,799
-8,402
-49% -$317K 0.09% 326
2014
Q2 		$341K Buy
17,201
+8,818
+105% +$338K 0.08% 278
2014
Q1 		$337K Buy
8,383
+2,949
+54% +$113K 0.1% 236
2013
Q4 		$203K Sell
5,434
-265
-5% -$9.16K 0.06% 342
2013
Q3 		$192K Sell
5,699
-200
-3% -$6.98K 0.07% 346
2013
Q2 		$200K Buy
+5,899
New +$188K 0.07% 317

Other funds holding TFC

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
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

B. Riley Wealth Advisors's TFC Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Truist Financial (TFC) in Q2 2026: 4,330 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #737 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in TFC as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in TFC in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.36M in Q4 2023. 539 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • B. Riley Wealth Advisors held 4,330 shares of Truist Financial worth $219K as of Q2 2026.
  • Truist Financial was a new B. Riley Wealth Advisors position in Q2 2026.
  • Truist Financial made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #737 holding.
  • B. Riley Wealth Advisors first reported a position in Truist Financial in Q2 2013 and has held it in 50 quarters since.
  • B. Riley Wealth Advisors's Truist Financial position peaked at $3.36M in Q4 2023.
  • 539 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.