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Certified Advisory Corp’s Truist Financial TFC Stock Holding History

Certified Advisory Corp’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 		$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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 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

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. 527 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.
  • 527 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.