Cetera Investment Advisers
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Cetera Investment Advisers’s Truist Financial TFC Stock Holding History

Cetera Investment Advisers’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
Q1 		$37.3M Buy
811,112
+28,253
+4% +$1.4M 0.04% 460
2025
Q4 		$38.5M Buy
782,859
+5,151
+0.7% +$237K 0.04% 423
2025
Q3 		$35.6M Buy
777,708
+223,118
+40% +$10.1M 0.04% 435
2025
Q2 		$23.8M Buy
554,590
+27,320
+5% +$1.07M 0.04% 454
2025
Q1 		$21.7M Buy
527,270
+52,651
+11% +$2.35M 0.04% 438
2024
Q4 		$20.6M Buy
474,619
+21,068
+5% +$940K 0.04% 420
2024
Q3 		$19.4M Buy
453,551
+24,193
+6% +$1.02M 0.04% 425
2024
Q2 		$16.7M Sell
429,358
-14,789
-3% -$559K 0.04% 453
2024
Q1 		$17.3M Buy
444,147
+315,160
+244% +$11.5M 0.04% 436
2023
Q4 		$4.76M Buy
128,987
+4,520
+4% +$142K 0.04% 452
2023
Q3 		$3.56M Sell
124,467
-18,143
-13% -$558K 0.03% 532
2023
Q2 		$4.33M Buy
142,610
+22,592
+19% +$702K 0.04% 452
2023
Q1 		$4.09M Buy
120,018
+12,468
+12% +$544K 0.04% 463
2022
Q4 		$4.63M Buy
107,550
+61,737
+135% +$2.71M 0.04% 410
2022
Q3 		$2M Sell
45,813
-1,613
-3% -$77.6K 0.04% 459
2022
Q2 		$2.25M Buy
47,426
+10,991
+30% +$542K 0.04% 491
2022
Q1 		$2.07M Buy
36,435
+3,975
+12% +$246K 0.03% 551
2021
Q4 		$1.9M Buy
32,460
+178
+0.6% +$10.9K 0.03% 570
2021
Q3 		$1.89M Buy
32,282
+5,263
+19% +$294K 0.03% 536
2021
Q2 		$1.5M Buy
27,019
+3,457
+15% +$203K 0.02% 616
2021
Q1 		$1.37M Buy
23,562
+568
+2% +$31.1K 0.03% 540
2020
Q4 		$1.1M Buy
22,994
+15,324
+200% +$694K 0.02% 631
2020
Q3 		$292K Sell
7,670
-667
-8% -$25.1K 0.02% 504
2020
Q2 		$313K Buy
8,337
+134
+2% +$4.83K 0.03% 466
2020
Q1 		$253K Sell
8,203
-293
-3% -$13.9K 0.03% 437
2019
Q4 		$457K Buy
+8,496
New +$460K 0.05% 358
2016
Q3 		– Sell
-39,346
Closed -$1.4M – 316
2016
Q2 		$1.4M Buy
+39,346
New +$1.37M 0.55% 48

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cetera Investment Advisers's TFC Position: Q1 2026 in Review

Cetera Investment Advisers increased its Truist Financial (TFC) stake by 3.6% in Q1 2026, buying an estimated $1.4M and bringing the position to 811,112 shares worth $37.3M. The position accounts for 0.04% of the portfolio, ranked #460.

Cetera Investment Advisers first reported a position in TFC in Q2 2016 and has held it in 27 quarters since. The position peaked at $38.5M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Cetera Investment Advisers held 811,112 shares of Truist Financial worth $37.3M as of Q1 2026.
  • Cetera Investment Advisers bought 28,253 Truist Financial shares in Q1 2026, an estimated $1.4M.
  • Truist Financial made up 0.04% of Cetera Investment Advisers's portfolio in Q1 2026, its #460 holding.
  • Cetera Investment Advisers first reported a position in Truist Financial in Q2 2016 and has held it in 27 quarters since.
  • Cetera Investment Advisers's Truist Financial position peaked at $38.5M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.