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Continental Advisors’s Truist Financial TFC Stock Holding History

Continental 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 		$6.47M Hold
139,650
– – 2.77% 8
2026
Q2 		$6.96M Hold
139,650
– – 2.94% 8
2026
Q1 		$6.42M Sell
139,650
-21,522
-13% -$1.06M 3.28% 7
2025
Q4 		$7.93M Sell
161,172
-4,000
-2% -$184K 3.35% 6
2025
Q3 		$7.55M Hold
165,172
– – 3.27% 7
2025
Q2 		$7.1M Buy
165,172
+5,522
+3% +$216K 3.33% 10
2025
Q1 		$6.57M Hold
159,650
– – 3.68% 10
2024
Q4 		$6.93M Sell
159,650
-19,000
-11% -$848K 3.19% 10
2024
Q3 		$7.64M Sell
178,650
-20,000
-10% -$845K 3.68% 7
2024
Q2 		$7.72M Buy
198,650
+45,000
+29% +$1.7M 3.39% 7
2024
Q1 		$5.99M Buy
153,650
+56,200
+58% +$2.06M 2.42% 12
2023
Q4 		$3.6M Sell
97,450
-2,000
-2% -$62.8K 1.4% 22
2023
Q3 		$2.85M Buy
99,450
+2,000
+2% +$61.5K 1.52% 27
2023
Q2 		$2.96M Buy
97,450
+40,000
+70% +$1.24M 1.34% 26
2023
Q1 		$1.96M Buy
57,450
+28,700
+100% +$1.25M 1.05% 32
2022
Q4 		$1.24M Sell
28,750
-346
-1% -$15.2K 0.65% 47
2022
Q3 		$1.27M Hold
29,096
– – 0.75% 44
2022
Q2 		$1.38M Hold
29,096
– – 0.83% 44
2022
Q1 		$1.65M Hold
29,096
– – 0.81% 37
2021
Q4 		$1.7M Sell
29,096
-22,610
-44% -$1.38M 0.72% 47
2021
Q3 		$3.03M Sell
51,706
-6,000
-10% -$335K 1.29% 32
2021
Q2 		$3.2M Hold
57,706
– – 1.48% 20
2021
Q1 		$3.36M Sell
57,706
-8,144
-12% -$446K 1.56% 23
2020
Q4 		$3.16M Hold
65,850
– – 1.44% 25
2020
Q3 		$2.51M Buy
65,850
+7,000
+12% +$264K 1.33% 24
2020
Q2 		$2.21M Buy
58,850
+9,000
+18% +$324K 1.18% 31
2020
Q1 		$1.54M Buy
49,850
+2,570
+5% +$122K 1.14% 40
2019
Q4 		$2.66M Buy
+47,280
New +$2.56M 1.29% 23

Other funds holding TFC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Continental Advisors's TFC Position: Q3 2026 in Review

Continental Advisors held its Truist Financial (TFC) position steady in Q3 2026 at 139,650 shares worth $6.47M. The position accounts for 2.77% of the portfolio, ranked #8.

Continental Advisors first reported a position in TFC in Q4 2019 and has held it in 28 quarters since. The position peaked at $7.93M in Q4 2025. 260 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Continental Advisors held 139,650 shares of Truist Financial worth $6.47M as of Q3 2026.
  • Continental Advisors left its Truist Financial share count unchanged in Q3 2026.
  • Truist Financial made up 2.77% of Continental Advisors's portfolio in Q3 2026, its #8 holding.
  • Continental Advisors first reported a position in Truist Financial in Q4 2019 and has held it in 28 quarters since.
  • Continental Advisors's Truist Financial position peaked at $7.93M in Q4 2025.
  • 260 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Continental Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.