BHK Investment Advisors’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
Q1 | $940K | Sell |
20,448
-1,947
| -9% | -$96.2K | 0.31% | 36 |
|
|
2025
Q4 | $1.1M | Buy |
22,395
+725
| +3% | +$33.4K | 0.36% | 32 |
|
|
2025
Q3 | $991K | Sell |
21,670
-147
| -0.7% | -$6.63K | 0.37% | 27 |
|
|
2025
Q2 | $938K | Sell |
21,817
-270
| -1% | -$10.6K | 0.37% | 28 |
|
|
2025
Q1 | $909K | Sell |
22,087
-7,280
| -25% | -$324K | 0.38% | 27 |
|
|
2024
Q4 | $1.27M | Buy |
29,367
+425
| +1% | +$19K | 0.48% | 24 |
|
|
2024
Q3 | $1.24M | Sell |
28,942
-6,405
| -18% | -$270K | 0.46% | 27 |
|
|
2024
Q2 | $1.37M | Sell |
35,347
-7,502
| -18% | -$283K | 0.54% | 25 |
|
|
2024
Q1 | $1.67M | Buy |
42,849
+17,724
| +71% | +$648K | 0.64% | 19 |
|
|
2023
Q4 | $928K | Sell |
25,125
-11,297
| -31% | -$355K | 0.53% | 20 |
|
|
2023
Q3 | $1.04M | Sell |
36,422
-6,957
| -16% | -$214K | 0.48% | 20 |
|
|
2023
Q2 | $1.32M | Buy |
43,379
+5,069
| +13% | +$157K | 0.56% | 21 |
|
|
2023
Q1 | $1.31M | Buy |
38,310
+17,889
| +88% | +$781K | 0.57% | 22 |
|
|
2022
Q4 | $879K | Sell |
20,421
-876
| -4% | -$38.4K | 0.49% | 22 |
|
|
2022
Q3 | $927K | Buy |
21,297
+60
| +0.3% | +$2.89K | 0.47% | 25 |
|
|
2022
Q2 | $1.01M | Buy |
21,237
+4,650
| +28% | +$229K | 0.45% | 24 |
|
|
2022
Q1 | $940K | Buy |
16,587
+94
| +0.6% | +$5.81K | 0.39% | 26 |
|
|
2021
Q4 | $966K | Sell |
16,493
-765
| -4% | -$46.7K | 0.38% | 26 |
|
|
2021
Q3 | $1.01M | Sell |
17,258
-48
| -0.3% | -$2.68K | 0.42% | 26 |
|
|
2021
Q2 | $960K | Sell |
17,306
-1,286
| -7% | -$75.5K | 0.39% | 28 |
|
|
2021
Q1 | $891K | Hold |
18,592
| – | – | 0.41% | 28 |
|
|
2020
Q4 | $891K | Buy |
18,592
+33
| +0.2% | +$1.49K | 0.42% | 28 |
|
|
2020
Q3 | $706K | Buy |
18,559
+3,087
| +20% | +$116K | 0.4% | 28 |
|
|
2020
Q2 | $581K | Sell |
15,472
-2,823
| -15% | -$102K | 0.34% | 28 |
|
|
2020
Q1 | $564K | Sell |
18,295
-423
| -2% | -$20K | 0.4% | 27 |
|
|
2019
Q4 | $1.05M | Sell |
18,718
-3,341
| -15% | -$181K | 0.6% | 23 |
|
|
2019
Q3 | $1.18M | Sell |
22,059
-3,854
| -15% | -$191K | 0.68% | 29 |
|
|
2019
Q2 | $1.27M | Buy |
25,913
+8,028
| +45% | +$393K | 0.72% | 30 |
|
|
2019
Q1 | $832K | Buy |
17,885
+2,660
| +17% | +$130K | 0.5% | 33 |
|
|
2018
Q4 | $660K | Buy |
15,225
+3
| +0% | +$144 | 0.5% | 28 |
|
|
2018
Q3 | $739K | Buy |
15,222
+11
| +0.1% | +$564 | 0.5% | 28 |
|
|
2018
Q2 | $767K | Buy |
15,211
+778
| +5% | +$41.3K | 0.53% | 27 |
|
|
2018
Q1 | $751K | Buy |
14,433
+228
| +2% | +$12.3K | 0.55% | 24 |
|
|
2017
Q4 | $706K | Buy |
+14,205
| New | +$686K | 0.6% | 21 |
|
Other funds holding TFC
VCM
VPM
BHK Investment Advisors's TFC Position: Q1 2026 in Review
BHK Investment Advisors reduced its Truist Financial (TFC) stake by 8.7% in Q1 2026, selling an estimated $96.2K and leaving 20,448 shares worth $940K. The position accounts for 0.31% of the portfolio, ranked #36.
BHK Investment Advisors first reported a position in TFC in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.67M in Q1 2024. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- BHK Investment Advisors held 20,448 shares of Truist Financial worth $940K as of Q1 2026.
- BHK Investment Advisors sold 1,947 Truist Financial shares in Q1 2026, an estimated $96.2K.
- Truist Financial made up 0.31% of BHK Investment Advisors's portfolio in Q1 2026, its #36 holding.
- BHK Investment Advisors first reported a position in Truist Financial in Q4 2017 and has held it in 34 quarters since.
- BHK Investment Advisors's Truist Financial position peaked at $1.67M in Q1 2024.
- 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on BHK Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.