CFCI
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Comprehensive Financial Consultants Institutional’s Truist Financial TFC Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$1.26M Buy
25,218
+2,443
+11% +$120K 0.33% 97
2026
Q1 		$1.05M Buy
22,775
+545
+2% +$26.9K 0.31% 101
2025
Q4 		$1.09M Sell
22,230
-2,567
-10% -$118K 0.33% 96
2025
Q3 		$1.13M Buy
24,797
+267
+1% +$12K 0.35% 91
2025
Q2 		$1.05M Sell
24,530
-218
-0.9% -$8.53K 0.35% 90
2025
Q1 		$1.02M Sell
24,748
-665
-3% -$29.6K 0.36% 89
2024
Q4 		$1.1M Sell
25,413
-1,071
-4% -$47.8K 0.4% 84
2024
Q3 		$1.13M Sell
26,484
-885
-3% -$37.4K 0.41% 85
2024
Q2 		$1.06M Buy
27,369
+3,162
+13% +$119K 0.42% 84
2024
Q1 		$944K Buy
24,207
+194
+0.8% +$7.1K 0.39% 87
2023
Q4 		$887K Buy
24,013
+1,329
+6% +$41.7K 0.41% 86
2023
Q3 		$649K Buy
22,684
+3,870
+21% +$119K 0.34% 93
2023
Q2 		$629K Buy
18,814
+1,801
+11% +$55.9K 0.33% 100
2023
Q1 		$580K Buy
17,013
+1,307
+8% +$57.1K 0.33% 102
2022
Q4 		$741K Buy
15,706
+279
+2% +$12.2K 0.45% 87
2022
Q3 		$685K Buy
15,427
+1,656
+12% +$79.7K 0.45% 87
2022
Q2 		$650K Sell
13,771
-12
-0.1% -$592 0.46% 83
2022
Q1 		$676K Sell
13,783
-230
-2% -$14.2K 0.47% 82
2021
Q4 		$882K Buy
+14,013
New +$856K 0.57% 64

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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

Comprehensive Financial Consultants Institutional's TFC Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Truist Financial (TFC) stake by 11% in Q2 2026, buying an estimated $120K and bringing the position to 25,218 shares worth $1.26M. The position accounts for 0.33% of the portfolio, ranked #97.

Comprehensive Financial Consultants Institutional first reported a position in TFC in Q4 2021 and has held it in 19 quarters since. 435 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 25,218 shares of Truist Financial worth $1.26M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 2,443 Truist Financial shares in Q2 2026, an estimated $120K.
  • Truist Financial made up 0.33% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #97 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Truist Financial in Q4 2021 and has held it in 19 quarters since.
  • 435 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.