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Centennial Wealth Advisory’s Truist Financial TFC Stock Holding History

Centennial Wealth Advisory’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 		$703K Sell
14,102
-3,371
-19% -$166K 0.15% 101
2026
Q1 		$803K Buy
17,473
+2,428
+16% +$120K 0.19% 72
2025
Q4 		$740K Buy
15,045
+7
+0% +$322 0.2% 70
2025
Q3 		$688K Buy
15,038
+556
+4% +$25.1K 0.19% 73
2025
Q2 		$623K Buy
14,482
+117
+0.8% +$4.58K 0.2% 68
2025
Q1 		$591K Buy
14,365
+2,410
+20% +$107K 0.21% 61
2024
Q4 		$519K Buy
11,955
+1,040
+10% +$46.4K 0.2% 64
2024
Q3 		$467K Buy
10,915
+482
+5% +$20.4K 0.18% 69
2024
Q2 		$405K Buy
10,433
+1,409
+16% +$53.2K 0.18% 74
2024
Q1 		$352K Buy
9,024
+78
+0.9% +$2.85K 0.16% 87
2023
Q4 		$330K Sell
8,946
-1,101
-11% -$34.6K 0.17% 92
2023
Q3 		$287K Sell
10,047
-4
-0% -$123 0.15% 101
2023
Q2 		$305K Buy
10,051
+1,992
+25% +$61.9K 0.16% 97
2023
Q1 		$275K Buy
+8,059
New +$352K 0.15% 104
2022
Q3 		– Sell
-6,392
Closed -$303K – 136
2022
Q2 		$303K Buy
6,392
+2,219
+53% +$109K 0.17% 82
2022
Q1 		$237K Buy
4,173
+685
+20% +$42.3K 0.13% 85
2021
Q4 		$204K Buy
+3,488
New +$213K 0.12% 91

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

Centennial Wealth Advisory's TFC Position: Q2 2026 in Review

Centennial Wealth Advisory reduced its Truist Financial (TFC) stake by 19% in Q2 2026, selling an estimated $166K and leaving 14,102 shares worth $703K. The position accounts for 0.15% of the portfolio, ranked #101.

Centennial Wealth Advisory first reported a position in TFC in Q4 2021 and has held it in 17 quarters since. The position peaked at $803K in Q1 2026. 261 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Centennial Wealth Advisory held 14,102 shares of Truist Financial worth $703K as of Q2 2026.
  • Centennial Wealth Advisory sold 3,371 Truist Financial shares in Q2 2026, an estimated $166K.
  • Truist Financial made up 0.15% of Centennial Wealth Advisory's portfolio in Q2 2026, its #101 holding.
  • Centennial Wealth Advisory first reported a position in Truist Financial in Q4 2021 and has held it in 17 quarters since.
  • Centennial Wealth Advisory's Truist Financial position peaked at $803K in Q1 2026.
  • 261 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.