Checchi Capital Advisers’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 | $550K | Sell |
11,034
-471
| -4% | -$23.2K | 0.02% | 341 |
|
|
2026
Q1 | $529K | Buy |
11,505
+1,809
| +19% | +$89.4K | 0.03% | 339 |
|
|
2025
Q4 | $477K | Sell |
9,696
-693
| -7% | -$31.9K | 0.02% | 333 |
|
|
2025
Q3 | $475K | Sell |
10,389
-1,271
| -11% | -$57.3K | 0.02% | 337 |
|
|
2025
Q2 | $501K | Sell |
11,660
-1,696
| -13% | -$66.4K | 0.03% | 334 |
|
|
2025
Q1 | $550K | Buy |
13,356
+350
| +3% | +$15.6K | 0.03% | 312 |
|
|
2024
Q4 | $564K | Buy |
13,006
+424
| +3% | +$18.9K | 0.03% | 297 |
|
|
2024
Q3 | $538K | Buy |
12,582
+1,219
| +11% | +$51.5K | 0.03% | 313 |
|
|
2024
Q2 | $441K | Buy |
11,363
+527
| +5% | +$19.9K | 0.02% | 342 |
|
|
2024
Q1 | $422K | Buy |
10,836
+1,123
| +12% | +$41.1K | 0.03% | 362 |
|
|
2023
Q4 | $359K | Sell |
9,713
-6
| -0.1% | -$188 | 0.03% | 387 |
|
|
2023
Q3 | $278K | Buy |
9,719
+836
| +9% | +$25.7K | 0.03% | 422 |
|
|
2023
Q2 | $270K | Sell |
8,883
-3,134
| -26% | -$97.3K | 0.02% | 459 |
|
|
2023
Q1 | $410K | Sell |
12,017
-1,764
| -13% | -$77K | 0.04% | 332 |
|
|
2022
Q4 | $593K | Sell |
13,781
-2,151
| -14% | -$94.4K | 0.06% | 237 |
|
|
2022
Q3 | $694K | Sell |
15,932
-178
| -1% | -$8.56K | 0.06% | 204 |
|
|
2022
Q2 | $813K | Buy |
16,110
+4,346
| +37% | +$214K | 0.07% | 194 |
|
|
2022
Q1 | $667K | Buy |
11,764
+765
| +7% | +$47.3K | 0.06% | 222 |
|
|
2021
Q4 | $644K | Buy |
10,999
+540
| +5% | +$33K | 0.06% | 208 |
|
|
2021
Q3 | $613K | Buy |
10,459
+4
| +0% | +$224 | 0.06% | 207 |
|
|
2021
Q2 | $580K | Sell |
10,455
-77
| -0.7% | -$4.52K | 0.06% | 227 |
|
|
2021
Q1 | $614K | Sell |
10,532
-61
| -0.6% | -$3.34K | 0.06% | 205 |
|
|
2020
Q4 | $508K | Sell |
10,593
-30
| -0.3% | -$1.36K | 0.05% | 240 |
|
|
2020
Q3 | $404K | Sell |
10,623
-54
| -0.5% | -$2.03K | 0.04% | 240 |
|
|
2020
Q2 | $401K | Sell |
10,677
-63
| -0.6% | -$2.27K | 0.05% | 239 |
|
|
2020
Q1 | $335K | Sell |
10,740
-235
| -2% | -$11.1K | 0.03% | 234 |
|
|
2019
Q4 | $618K | Buy |
10,975
+5,337
| +95% | +$289K | 0.08% | 170 |
|
|
2019
Q3 | $301K | Buy |
5,638
+254
| +5% | +$12.6K | 0.04% | 292 |
|
|
2019
Q2 | $265K | Buy |
5,384
+2
| +0% | +$98 | 0.03% | 332 |
|
|
2019
Q1 | $250K | Sell |
5,382
-104
| -2% | -$5.07K | 0.03% | 335 |
|
|
2018
Q4 | $238K | Sell |
5,486
-1,672
| -23% | -$80.3K | 0.03% | 306 |
|
|
2018
Q3 | $347K | Buy |
7,158
+981
| +16% | +$50.3K | 0.04% | 285 |
|
|
2018
Q2 | $312K | Buy |
6,177
+168
| +3% | +$8.93K | 0.04% | 292 |
|
|
2018
Q1 | $313K | Buy |
6,009
+129
| +2% | +$6.95K | 0.04% | 289 |
|
|
2017
Q4 | $292K | Buy |
5,880
+291
| +5% | +$14K | 0.04% | 305 |
|
|
2017
Q3 | $262K | Buy |
5,589
+351
| +7% | +$16.1K | 0.03% | 309 |
|
|
2017
Q2 | $238K | Sell |
5,238
-597
| -10% | -$25.9K | 0.03% | 327 |
|
|
2017
Q1 | $261K | Sell |
5,835
-933
| -14% | -$43.6K | 0.03% | 321 |
|
|
2016
Q4 | $318K | Buy |
6,768
+782
| +13% | +$33.3K | 0.04% | 252 |
|
|
2016
Q3 | $226K | Sell |
5,986
-63
| -1% | -$2.35K | 0.03% | 331 |
|
|
2016
Q2 | $215K | Sell |
6,049
-385
| -6% | -$13.5K | 0.02% | 324 |
|
|
2016
Q1 | $214K | Sell |
6,434
-504
| -7% | -$16.7K | 0.05% | 318 |
|
|
2015
Q4 | $262K | Buy |
6,938
+371
| +6% | +$14K | 0.07% | 266 |
|
|
2015
Q3 | $234K | Buy |
6,567
+241
| +4% | +$9.3K | 0.06% | 284 |
|
|
2015
Q2 | $255K | Buy |
6,326
+212
| +3% | +$8.39K | 0.07% | 274 |
|
|
2015
Q1 | $238K | Sell |
6,114
-446
| -7% | -$16.8K | 0.07% | 281 |
|
|
2014
Q4 | $255K | Buy |
+6,560
| New | +$247K | 0.1% | 231 |
|
Other funds holding TFC
Checchi Capital Advisers's TFC Position: Q2 2026 in Review
Checchi Capital Advisers reduced its Truist Financial (TFC) stake by 4.1% in Q2 2026, selling an estimated $23.2K and leaving 11,034 shares worth $550K. The position accounts for 0.02% of the portfolio, ranked #341.
Checchi Capital Advisers first reported a position in TFC in Q4 2014 and has held it in 47 quarters since. The position peaked at $813K in Q2 2022. 1,045 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Checchi Capital Advisers held 11,034 shares of Truist Financial worth $550K as of Q2 2026.
- Checchi Capital Advisers sold 471 Truist Financial shares in Q2 2026, an estimated $23.2K.
- Truist Financial made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #341 holding.
- Checchi Capital Advisers first reported a position in Truist Financial in Q4 2014 and has held it in 47 quarters since.
- Checchi Capital Advisers's Truist Financial position peaked at $813K in Q2 2022.
- 1,045 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.