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 Q3	$16.8K	Hold	363	–	–	﹤0.01%	345
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Cedar Mountain Advisors's TFC Position: Q3 2026 in Review

Cedar Mountain Advisors held its Truist Financial (TFC) position steady in Q3 2026 at 363 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Cedar Mountain Advisors first reported a position in TFC in Q3 2021 and has held it in 11 quarters since. The position peaked at $18.1K in Q2 2026. 337 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Cedar Mountain Advisors held 363 shares of Truist Financial worth $16.8K as of Q3 2026.
Cedar Mountain Advisors left its Truist Financial share count unchanged in Q3 2026.
Truist Financial made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #345 holding.
Cedar Mountain Advisors first reported a position in Truist Financial in Q3 2021 and has held it in 11 quarters since.
Cedar Mountain Advisors's Truist Financial position peaked at $18.1K in Q2 2026.
337 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.