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Cedar Mountain Advisors’s Truist Financial TFC Stock Holding History

Cedar Mountain 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 		$18.1K Buy
363
+51
+16% +$2.51K ﹤0.01% 367
2026
Q1 		$14.3K Buy
312
+102
+49% +$5.04K ﹤0.01% 372
2025
Q4 		$10.3K Hold
210
– – ﹤0.01% 249
2025
Q3 		$9.6K Buy
+210
New +$9.47K ﹤0.01% 257
2023
Q1 		– Sell
-163
Closed -$7.01K – 323
2022
Q4 		$7.01K Hold
163
– – ﹤0.01% 182
2022
Q3 		$7K Hold
163
– – ﹤0.01% 192
2022
Q2 		$8K Hold
163
– – ﹤0.01% 184
2022
Q1 		$9K Hold
163
– – ﹤0.01% 185
2021
Q4 		$10K Hold
163
– – ﹤0.01% 178
2021
Q3 		$10K Buy
+163
New +$9.11K ﹤0.01% 169

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
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
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
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

Cedar Mountain Advisors's TFC Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Truist Financial (TFC) stake by 16% in Q2 2026, buying an estimated $2.51K and bringing the position to 363 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Cedar Mountain Advisors first reported a position in TFC in Q3 2021 and has held it in 10 quarters since. 311 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Cedar Mountain Advisors held 363 shares of Truist Financial worth $18.1K as of Q2 2026.
  • Cedar Mountain Advisors bought 51 Truist Financial shares in Q2 2026, an estimated $2.51K.
  • Truist Financial made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #367 holding.
  • Cedar Mountain Advisors first reported a position in Truist Financial in Q3 2021 and has held it in 10 quarters since.
  • 311 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.