Centennial Wealth Advisory
TFC icon

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
Q3 		$699K Buy
15,097
+995
+7% +$50.6K 0.14% 104
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

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Centennial Wealth Advisory's TFC Position: Q3 2026 in Review

Centennial Wealth Advisory increased its Truist Financial (TFC) stake by 7.1% in Q3 2026, buying an estimated $50.6K and bringing the position to 15,097 shares worth $699K. The position accounts for 0.14% of the portfolio, ranked #104.

Centennial Wealth Advisory first reported a position in TFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $803K in Q1 2026. 406 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Centennial Wealth Advisory held 15,097 shares of Truist Financial worth $699K as of Q3 2026.
  • Centennial Wealth Advisory bought 995 Truist Financial shares in Q3 2026, an estimated $50.6K.
  • Truist Financial made up 0.14% of Centennial Wealth Advisory's portfolio in Q3 2026, its #104 holding.
  • Centennial Wealth Advisory first reported a position in Truist Financial in Q4 2021 and has held it in 18 quarters since.
  • Centennial Wealth Advisory's Truist Financial position peaked at $803K in Q1 2026.
  • 406 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.