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Colton Groome Financial Advisors’s Truist Financial TFC Stock Holding History

Colton Groome Financial Advisors’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 		– Sell
-4,106
Closed -$205K – 172
2026
Q2 		$205K Buy
+4,106
New +$202K 0.05% 162
2026
Q1 		– Sell
-4,595
Closed -$226K – 145
2025
Q4 		$226K Hold
4,595
– – 0.06% 131
2025
Q3 		$210K Sell
4,595
-251
-5% -$11.3K 0.06% 135
2025
Q2 		$208K Buy
+4,846
New +$190K 0.07% 129
2024
Q3 		– Sell
-7,280
Closed -$283K – 130
2024
Q2 		$283K Buy
+7,280
New +$275K 0.11% 102

Other funds holding TFC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Colton Groome Financial Advisors's TFC Position: Q3 2026 in Review

Colton Groome Financial Advisors sold out of Truist Financial (TFC) in Q3 2026, closing a stake of 4,106 shares — an estimated $205K sold.

Colton Groome Financial Advisors first reported a position in TFC in Q2 2024 and held it in 5 quarters. The position peaked at $283K in Q2 2024. 63 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Colton Groome Financial Advisors reported no remaining Truist Financial position as of Q3 2026 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 4,106 Truist Financial shares in Q3 2026, an estimated $205K.
  • Colton Groome Financial Advisors first reported a position in Truist Financial in Q2 2024 and held it in 5 quarters.
  • Colton Groome Financial Advisors's Truist Financial position peaked at $283K in Q2 2024.
  • 63 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.