Certified Advisory Corp’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.17M | Sell |
23,577
-264
| -1% | -$13K | 0.09% | 155 |
|
|
2026
Q1 | $1.1M | Buy |
23,841
+575
| +2% | +$28.4K | 0.1% | 155 |
|
|
2025
Q4 | $1.14M | Sell |
23,266
-75
| -0.3% | -$3.45K | 0.1% | 153 |
|
|
2025
Q3 | $1.07M | Buy |
23,341
+46
| +0.2% | +$2.07K | 0.1% | 152 |
|
|
2025
Q2 | $1M | Sell |
23,295
-224
| -1% | -$8.76K | 0.1% | 151 |
|
|
2025
Q1 | $968K | Sell |
23,519
-227
| -1% | -$10.1K | 0.11% | 150 |
|
|
2024
Q4 | $1.03M | Buy |
23,746
+4
| +0% | +$179 | 0.11% | 145 |
|
|
2024
Q3 | $1.02M | Buy |
23,742
+1,487
| +7% | +$62.8K | 0.11% | 144 |
|
|
2024
Q2 | $865K | Buy |
22,255
+72
| +0.3% | +$2.72K | 0.11% | 144 |
|
|
2024
Q1 | $865K | Sell |
22,183
-352
| -2% | -$12.9K | 0.12% | 140 |
|
|
2023
Q4 | $832K | Sell |
22,535
-39
| -0.2% | -$1.22K | 0.13% | 139 |
|
|
2023
Q3 | $646K | Buy |
22,574
+261
| +1% | +$8.03K | 0.12% | 144 |
|
|
2023
Q2 | $677K | Sell |
22,313
-421
| -2% | -$13.1K | 0.12% | 136 |
|
|
2023
Q1 | $775K | Sell |
22,734
-490
| -2% | -$21.4K | 0.14% | 139 |
|
|
2022
Q4 | $999K | Buy |
23,224
+20
| +0.1% | +$877 | 0.2% | 118 |
|
|
2022
Q3 | $1.01M | Buy |
23,204
+19
| +0.1% | +$914 | 0.23% | 105 |
|
|
2022
Q2 | $1.1M | Sell |
23,185
-484
| -2% | -$23.9K | 0.25% | 102 |
|
|
2022
Q1 | $1.34M | Buy |
23,669
+14
| +0.1% | +$865 | 0.29% | 90 |
|
|
2021
Q4 | $1.39M | Buy |
23,655
+14,977
| +173% | +$915K | 0.31% | 87 |
|
|
2021
Q3 | $509K | Sell |
8,678
-129
| -1% | -$7.21K | 0.12% | 153 |
|
|
2021
Q2 | $489K | Sell |
8,807
-448
| -5% | -$26.3K | 0.12% | 148 |
|
|
2021
Q1 | $540K | Buy |
+9,255
| New | +$507K | 0.14% | 135 |
|
|
2020
Q2 | $313K | Sell |
8,343
-985
| -11% | -$35.5K | 0.1% | 150 |
|
|
2020
Q1 | $288K | Sell |
9,328
-568
| -6% | -$26.9K | 0.11% | 139 |
|
|
2019
Q4 | $557K | Buy |
9,896
+2,160
| +28% | +$117K | 0.18% | 109 |
|
|
2019
Q3 | $413K | Buy |
7,736
+6,011
| +348% | +$298K | 0.14% | 128 |
|
|
2019
Q2 | $85K | Sell |
1,725
-22
| -1% | -$1.08K | 0.03% | 251 |
|
|
2019
Q1 | $81K | Sell |
1,747
-87
| -5% | -$4.24K | 0.03% | 237 |
|
|
2018
Q4 | $79K | Sell |
1,834
-841
| -31% | -$40.4K | 0.04% | 219 |
|
|
2018
Q3 | $130K | Buy |
2,675
+8
| +0.3% | +$411 | 0.06% | 182 |
|
|
2018
Q2 | $135K | Buy |
2,667
+9
| +0.3% | +$478 | 0.08% | 167 |
|
|
2018
Q1 | $137K | Buy |
2,658
+2,126
| +400% | +$115K | 0.08% | 166 |
|
|
2017
Q4 | $26K | Buy |
+532
| New | +$25.7K | 0.02% | 328 |
|
Other funds holding TFC
Certified Advisory Corp's TFC Position: Q2 2026 in Review
Certified Advisory Corp reduced its Truist Financial (TFC) stake by 1.1% in Q2 2026, selling an estimated $13K and leaving 23,577 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #155.
Certified Advisory Corp first reported a position in TFC in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.39M in Q4 2021. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Certified Advisory Corp held 23,577 shares of Truist Financial worth $1.17M as of Q2 2026.
- Certified Advisory Corp sold 264 Truist Financial shares in Q2 2026, an estimated $13K.
- Truist Financial made up 0.09% of Certified Advisory Corp's portfolio in Q2 2026, its #155 holding.
- Certified Advisory Corp first reported a position in Truist Financial in Q4 2017 and has held it in 33 quarters since.
- Certified Advisory Corp's Truist Financial position peaked at $1.39M in Q4 2021.
- 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.