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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
2025
Q2 		– Sell
-5,635
Closed -$232K – 1350
2025
Q1 		$232K Buy
+5,635
New +$251K 0.01% 1096

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 51 quarters since. The position peaked at $3.39M in Q4 2014. 1,698 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 51 quarters since.
  • B. Riley Wealth Advisors's Truist Financial position peaked at $3.39M in Q4 2014.
  • 1,698 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.