Bogart Wealth LLC’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 | $13.5M | Buy |
271,399
+12,118
| +5% | +$596K | 0.46% | 52 |
|
|
2026
Q1 | $11.9M | Buy |
259,281
+5,487
| +2% | +$271K | 0.46% | 49 |
|
|
2025
Q4 | $12.5M | Sell |
253,794
-3,287
| -1% | -$151K | 0.5% | 38 |
|
|
2025
Q3 | $11.8M | Sell |
257,081
-93,933
| -27% | -$4.23M | 0.48% | 49 |
|
|
2025
Q2 | $15.1M | Buy |
351,014
+13,626
| +4% | +$533K | 0.64% | 29 |
|
|
2025
Q1 | $13.9M | Buy |
337,388
+5,663
| +2% | +$252K | 0.66% | 27 |
|
|
2024
Q4 | $14.4M | Buy |
331,725
+164,112
| +98% | +$7.32M | 0.68% | 28 |
|
|
2024
Q3 | $7.17M | Sell |
167,613
-1,460
| -0.9% | -$61.7K | 0.34% | 69 |
|
|
2024
Q2 | $6.57M | Buy |
169,073
+52,379
| +45% | +$1.98M | 0.33% | 68 |
|
|
2024
Q1 | $4.55M | Sell |
116,694
-107,914
| -48% | -$3.95M | 0.23% | 92 |
|
|
2023
Q4 | $8.29M | Sell |
224,608
-4,023
| -2% | -$126K | 0.47% | 49 |
|
|
2023
Q3 | $6.54M | Buy |
228,631
+5,581
| +3% | +$172K | 0.4% | 59 |
|
|
2023
Q2 | $6.77M | Buy |
223,050
+13,825
| +7% | +$429K | 0.43% | 57 |
|
|
2023
Q1 | $7.13M | Buy |
209,225
+22,683
| +12% | +$990K | 0.48% | 48 |
|
|
2022
Q4 | $8.03M | Buy |
186,542
+17,034
| +10% | +$747K | 0.56% | 36 |
|
|
2022
Q3 | $7.38M | Buy |
169,508
+33,237
| +24% | +$1.6M | 0.62% | 36 |
|
|
2022
Q2 | $6.46M | Buy |
136,271
+32,102
| +31% | +$1.58M | 0.57% | 42 |
|
|
2022
Q1 | $5.91M | Buy |
104,169
+56,642
| +119% | +$3.5M | 0.51% | 42 |
|
|
2021
Q4 | $2.78M | Buy |
47,527
+6,060
| +15% | +$370K | 0.25% | 84 |
|
|
2021
Q3 | $2.43M | Buy |
41,467
+8,102
| +24% | +$453K | 0.25% | 76 |
|
|
2021
Q2 | $1.85M | Buy |
33,365
+6,593
| +25% | +$387K | 0.2% | 93 |
|
|
2021
Q1 | $1.56M | Buy |
26,772
+6,773
| +34% | +$371K | 0.22% | 86 |
|
|
2020
Q4 | $958K | Buy |
19,999
+2,417
| +14% | +$109K | 0.18% | 92 |
|
|
2020
Q3 | $669K | Buy |
17,582
+736
| +4% | +$27.7K | 0.15% | 91 |
|
|
2020
Q2 | $633K | Buy |
16,846
+1,695
| +11% | +$61K | 0.15% | 81 |
|
|
2020
Q1 | $467K | Buy |
15,151
+2,113
| +16% | +$99.9K | 0.13% | 85 |
|
|
2019
Q4 | $734K | Buy |
13,038
+478
| +4% | +$25.9K | 0.23% | 68 |
|
|
2019
Q3 | $670K | Buy |
12,560
+740
| +6% | +$36.7K | 0.33% | 53 |
|
|
2019
Q2 | $580K | Buy |
11,820
+931
| +9% | +$45.6K | 0.35% | 60 |
|
|
2019
Q1 | $506K | Buy |
10,889
+688
| +7% | +$33.6K | 0.24% | 61 |
|
|
2018
Q4 | $441K | Buy |
10,201
+9,634
| +1,699% | +$462K | 0.22% | 54 |
|
|
2018
Q3 | $28K | Sell |
567
-62
| -10% | -$3.18K | 0.02% | 173 |
|
|
2018
Q2 | $31K | Sell |
629
-36
| -5% | -$1.91K | 0.02% | 171 |
|
|
2018
Q1 | $35K | Sell |
665
-209
| -24% | -$11.3K | 0.02% | 159 |
|
|
2017
Q4 | $43K | Buy |
874
+574
| +191% | +$27.7K | 0.03% | 151 |
|
|
2017
Q3 | $14K | Buy |
+300
| New | +$13.8K | 0.01% | 211 |
|
Other funds holding TFC
Bogart Wealth LLC's TFC Position: Q2 2026 in Review
Bogart Wealth LLC increased its Truist Financial (TFC) stake by 4.7% in Q2 2026, buying an estimated $596K and bringing the position to 271,399 shares worth $13.5M. The position accounts for 0.46% of the portfolio, ranked #52.
Bogart Wealth LLC first reported a position in TFC in Q3 2017 and has held it in 36 quarters since. The position peaked at $15.1M in Q2 2025. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Bogart Wealth LLC held 271,399 shares of Truist Financial worth $13.5M as of Q2 2026.
- Bogart Wealth LLC bought 12,118 Truist Financial shares in Q2 2026, an estimated $596K.
- Truist Financial made up 0.46% of Bogart Wealth LLC's portfolio in Q2 2026, its #52 holding.
- Bogart Wealth LLC first reported a position in Truist Financial in Q3 2017 and has held it in 36 quarters since.
- Bogart Wealth LLC's Truist Financial position peaked at $15.1M in Q2 2025.
- 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.