Centurion Wealth Management’s Truist Financial TFC Stock Holding History

Centurion Wealth Management’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	$475K	Sell	9,544 -5,318	-36%	-$262K	0.11%	166
2026 Q1	$683K	Sell	14,862 -263	-2%	-$13K	0.15%	126
2025 Q4	$744K	Buy	15,125 +171	+1%	+$7.88K	0.16%	112
2025 Q3	$684K	Buy	14,954 +156	+1%	+$7.03K	0.16%	118
2025 Q2	$636K	Buy	14,798 +808	+6%	+$31.6K	0.18%	100
2025 Q1	$607K	Hold	13,990	–	–	0.19%	89
2024 Q4	$607K	Buy	13,990 +528	+4%	+$23.6K	0.19%	89
2024 Q3	$576K	Buy	+13,462	New	+$569K	0.18%	89
2024 Q1	$550K	Buy	14,098 +6,056	+75%	+$222K	0.22%	78
2023 Q4	$297K	Buy	8,042 +439	+6%	+$13.8K	0.13%	119
2023 Q3	$218K	Buy	+7,603	New	+$234K	0.11%	138

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

Centurion Wealth Management's TFC Position: Q2 2026 in Review

Centurion Wealth Management reduced its Truist Financial (TFC) stake by 36% in Q2 2026, selling an estimated $262K and leaving 9,544 shares worth $475K. The position accounts for 0.11% of the portfolio, ranked #166.

Centurion Wealth Management first reported a position in TFC in Q3 2023 and has held it in 11 quarters since. The position peaked at $744K in Q4 2025. 261 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Centurion Wealth Management held 9,544 shares of Truist Financial worth $475K as of Q2 2026.
Centurion Wealth Management sold 5,318 Truist Financial shares in Q2 2026, an estimated $262K.
Truist Financial made up 0.11% of Centurion Wealth Management's portfolio in Q2 2026, its #166 holding.
Centurion Wealth Management first reported a position in Truist Financial in Q3 2023 and has held it in 11 quarters since.
Centurion Wealth Management's Truist Financial position peaked at $744K in Q4 2025.
261 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.