Centurion Wealth Management
TFC icon

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
Q3 		$421K Sell
9,093
-451
-5% -$22.9K 0.1% 171
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

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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

Centurion Wealth Management's TFC Position: Q3 2026 in Review

Centurion Wealth Management reduced its Truist Financial (TFC) stake by 4.7% in Q3 2026, selling an estimated $22.9K and leaving 9,093 shares worth $421K. The position accounts for 0.1% of the portfolio, ranked #171.

Centurion Wealth Management first reported a position in TFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $744K in Q4 2025. 429 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Centurion Wealth Management held 9,093 shares of Truist Financial worth $421K as of Q3 2026.
  • Centurion Wealth Management sold 451 Truist Financial shares in Q3 2026, an estimated $22.9K.
  • Truist Financial made up 0.1% of Centurion Wealth Management's portfolio in Q3 2026, its #171 holding.
  • Centurion Wealth Management first reported a position in Truist Financial in Q3 2023 and has held it in 12 quarters since.
  • Centurion Wealth Management's Truist Financial position peaked at $744K in Q4 2025.
  • 429 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.