Cache Advisors’s Truist Financial TFC Stock Holding History

Cache 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	–	Sell	-1,000	Closed	-$46K	–	195
2026 Q1	$46K	Buy	+1,000	New	+$49.4K	0.01%	163

Other funds holding TFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cache Advisors's TFC Position: Q2 2026 in Review

Cache Advisors sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 1,000 shares — an estimated $46K sold.

Cache Advisors first reported a position in TFC in Q1 2026 and held it in 1 quarter. The position peaked at $46K in Q1 2026. 385 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Cache Advisors reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
Cache Advisors sold 1,000 Truist Financial shares in Q2 2026, an estimated $46K.
Cache Advisors first reported a position in Truist Financial in Q1 2026 and held it in 1 quarter.
Cache Advisors's Truist Financial position peaked at $46K in Q1 2026.
385 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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