CWA Asset Management Group’s Truist Financial TFC Stock Holding History

CWA Asset Management Group’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	$2.47M	Buy	49,666 +467	+0.9%	+$23K	0.08%	245
2026 Q1	$2.26M	Buy	49,199 +123	+0.3%	+$6.08K	0.08%	240
2025 Q4	$2.42M	Buy	49,076 +1,056	+2%	+$48.6K	0.09%	200
2025 Q3	$2.2M	Sell	48,020 -1,592	-3%	-$71.8K	0.08%	216
2025 Q2	$2.13M	Sell	49,612 -8,591	-15%	-$336K	0.09%	202
2025 Q1	$2.4M	Buy	58,203 +9,203	+19%	+$410K	0.11%	167
2024 Q4	$2.13M	Buy	49,000 +4,267	+10%	+$190K	0.11%	168
2024 Q3	$1.91M	Buy	+44,733	New	+$1.89M	0.1%	159
2024 Q1	$1.72M	Buy	44,045 +570	+1%	+$20.9K	0.1%	157
2023 Q4	$1.61M	Buy	43,475 +957	+2%	+$30K	0.11%	132
2023 Q3	$1.22M	Sell	42,518 -648	-2%	-$19.9K	0.09%	132
2023 Q2	$1.31M	Sell	43,166 -373	-0.9%	-$11.6K	0.09%	126
2023 Q1	$1.48M	Buy	43,539 +359	+0.8%	+$15.7K	0.11%	111
2022 Q4	$1.86M	Sell	43,180 -123	-0.3%	-$5.4K	0.15%	111
2022 Q3	$1.89M	Buy	43,303 +193	+0.4%	+$9.29K	0.18%	91
2022 Q2	$2.04M	Buy	43,110 +19	+0%	+$937	0.19%	90
2022 Q1	$2.44M	Sell	43,091 -27	-0.1%	-$1.67K	0.19%	95
2021 Q4	$2.52M	Sell	43,118 -350	-0.8%	-$21.4K	0.19%	103
2021 Q3	$2.55M	Buy	43,468 +1,920	+5%	+$107K	0.2%	100
2021 Q2	$2.34M	Buy	41,548 +22	+0.1%	+$1.29K	0.19%	99
2021 Q1	$2.42M	Buy	41,526 +1,000	+2%	+$54.8K	0.22%	97
2020 Q4	$1.94M	Buy	+40,526	New	+$1.83M	0.2%	99
2020 Q1	–	Sell	-9,096	Closed	-$512K	–	264
2019 Q4	$512K	Buy	9,096 +349	+4%	+$18.9K	0.08%	136
2019 Q3	$467K	Sell	8,747 -1,003	-10%	-$49.7K	0.07%	134
2019 Q2	$479K	Sell	9,750 -164	-2%	-$8.03K	0.08%	136
2019 Q1	$461K	Sell	9,914 -200	-2%	-$9.76K	0.09%	130
2018 Q4	$438K	Buy	10,114 +1,267	+14%	+$60.8K	0.1%	121
2018 Q3	$429K	Hold	8,847	–	–	0.09%	125
2018 Q2	$446K	Hold	8,847	–	–	0.1%	124
2018 Q1	$460K	Buy	+8,847	New	+$477K	0.11%	116

Other funds holding TFC

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

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

CWA Asset Management Group's TFC Position: Q2 2026 in Review

CWA Asset Management Group increased its Truist Financial (TFC) stake by 0.95% in Q2 2026, buying an estimated $23K and bringing the position to 49,666 shares worth $2.47M. The position accounts for 0.08% of the portfolio, ranked #245.

CWA Asset Management Group first reported a position in TFC in Q1 2018 and has held it in 30 quarters since. The position peaked at $2.55M in Q3 2021. 538 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

CWA Asset Management Group held 49,666 shares of Truist Financial worth $2.47M as of Q2 2026.
CWA Asset Management Group bought 467 Truist Financial shares in Q2 2026, an estimated $23K.
Truist Financial made up 0.08% of CWA Asset Management Group's portfolio in Q2 2026, its #245 holding.
CWA Asset Management Group first reported a position in Truist Financial in Q1 2018 and has held it in 30 quarters since.
CWA Asset Management Group's Truist Financial position peaked at $2.55M in Q3 2021.
538 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.