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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Colton Groome Financial Advisors's TFC Position: Q2 2026 in Review

Colton Groome Financial Advisors opened a new position in Truist Financial (TFC) in Q2 2026: 4,106 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #162 among its holdings. This is a return to the name: Colton Groome Financial Advisors previously reported a position in TFC as recently as Q4 2025.

Colton Groome Financial Advisors first reported a position in TFC in Q2 2024 and has held it in 5 quarters since. The position peaked at $283K in Q2 2024. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Colton Groome Financial Advisors held 4,106 shares of Truist Financial worth $205K as of Q2 2026.
Truist Financial was a new Colton Groome Financial Advisors position in Q2 2026.
Truist Financial made up 0.05% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #162 holding.
Colton Groome Financial Advisors first reported a position in Truist Financial in Q2 2024 and has held it in 5 quarters since.
Colton Groome Financial Advisors's Truist Financial position peaked at $283K in Q2 2024.
1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.