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Ballew Advisors’s Truist Financial TFC Stock Holding History

Ballew 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 		$425K Buy
8,339
+12
+0.1% +$590 0.22% 83
2026
Q1 		$420K Buy
8,327
+11
+0.1% +$544 0.24% 82
2025
Q4 		$413K Buy
8,316
+12
+0.1% +$553 0.23% 75
2025
Q3 		$365K Sell
8,304
-19
-0.2% -$857 0.2% 86
2025
Q2 		$379K Buy
8,323
+14
+0.2% +$548 0.23% 77
2025
Q1 		$294K Buy
8,309
+150
+2% +$6.68K 0.2% 85
2024
Q4 		$352K Sell
8,159
-1,059
-11% -$47.3K 0.22% 76
2024
Q3 		$393K Buy
9,218
+3,616
+65% +$153K 0.26% 73
2024
Q2 		$232K Hold
5,602
– – 0.15% 91
2024
Q1 		$210K Hold
5,602
– – 0.15% 95
2023
Q4 		$203K Buy
+5,602
New +$176K 0.15% 94
2023
Q1 		– Sell
-5,602
Closed -$264K – 114
2022
Q4 		$264K Sell
5,602
-1,525
-21% -$66.9K 0.2% 85
2022
Q3 		$309K Hold
7,127
– – 0.28% 72
2022
Q2 		$322K Hold
7,127
– – 0.29% 69
2022
Q1 		$371K Hold
7,127
– – 0.28% 76
2021
Q4 		$480K Hold
7,127
– – 0.33% 70
2021
Q3 		$434K Hold
7,127
– – 0.32% 70
2021
Q2 		$390K Sell
7,127
-7,127
-50% -$419K 0.27% 80
2021
Q1 		$842K Buy
14,254
+7,778
+120% +$426K 0.31% 71
2020
Q4 		$330K Hold
6,476
– – 0.25% 78
2020
Q3 		$267K Hold
6,476
– – 0.23% 69
2020
Q2 		$229K Buy
+6,476
New +$233K 0.22% 78
2020
Q1 		– Sell
-7,346
Closed -$413K – 88
2019
Q4 		$413K Buy
+7,346
New +$398K 0.35% 56

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ballew Advisors's TFC Position: Q2 2026 in Review

Ballew Advisors increased its Truist Financial (TFC) stake by 0.14% in Q2 2026, buying an estimated $590 and bringing the position to 8,339 shares worth $425K. The position accounts for 0.22% of the portfolio, ranked #83.

Ballew Advisors first reported a position in TFC in Q4 2019 and has held it in 23 quarters since. The position peaked at $842K in Q1 2021. 420 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Ballew Advisors held 8,339 shares of Truist Financial worth $425K as of Q2 2026.
  • Ballew Advisors bought 12 Truist Financial shares in Q2 2026, an estimated $590.
  • Truist Financial made up 0.22% of Ballew Advisors's portfolio in Q2 2026, its #83 holding.
  • Ballew Advisors first reported a position in Truist Financial in Q4 2019 and has held it in 23 quarters since.
  • Ballew Advisors's Truist Financial position peaked at $842K in Q1 2021.
  • 420 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.