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Cypress Wealth Services’s Truist Financial TFC Stock Holding History

Cypress Wealth Services’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 		$533K Sell
10,693
-187
-2% -$9.2K 0.07% 224
2026
Q1 		$500K Sell
10,880
-854
-7% -$42.2K 0.07% 224
2025
Q4 		$577K Buy
11,734
+3,268
+39% +$151K 0.08% 195
2025
Q3 		$387K Buy
8,466
+20
+0.2% +$902 0.06% 207
2025
Q2 		$363K Buy
8,446
+105
+1% +$4.11K 0.07% 203
2025
Q1 		$343K Buy
8,341
+19
+0.2% +$846 0.07% 194
2024
Q4 		$361K Sell
8,322
-94
-1% -$4.2K 0.07% 183
2024
Q3 		$360K Buy
8,416
+219
+3% +$9.25K 0.07% 192
2024
Q2 		$318K Sell
8,197
-253
-3% -$9.56K 0.07% 186
2024
Q1 		$329K Buy
8,450
+135
+2% +$4.94K 0.08% 186
2023
Q4 		$307K Sell
8,315
-860
-9% -$27K 0.08% 188
2023
Q3 		$262K Hold
9,175
– – 0.07% 197
2023
Q2 		$307K Buy
9,175
+1,499
+20% +$46.6K 0.08% 185
2023
Q1 		$262K Sell
7,676
-654
-8% -$28.5K 0.08% 196
2022
Q4 		$358K Buy
+8,330
New +$365K 0.12% 159
2018
Q2 		– Sell
-4,064
Closed -$211K – 234
2018
Q1 		$211K Sell
4,064
-600
-13% -$32.3K 0.09% 178
2017
Q4 		$232K Buy
+4,664
New +$225K 0.1% 178

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

Cypress Wealth Services's TFC Position: Q2 2026 in Review

Cypress Wealth Services reduced its Truist Financial (TFC) stake by 1.7% in Q2 2026, selling an estimated $9.2K and leaving 10,693 shares worth $533K. The position accounts for 0.07% of the portfolio, ranked #224.

Cypress Wealth Services first reported a position in TFC in Q4 2017 and has held it in 17 quarters since. The position peaked at $577K in Q4 2025. 436 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Cypress Wealth Services held 10,693 shares of Truist Financial worth $533K as of Q2 2026.
  • Cypress Wealth Services sold 187 Truist Financial shares in Q2 2026, an estimated $9.2K.
  • Truist Financial made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #224 holding.
  • Cypress Wealth Services first reported a position in Truist Financial in Q4 2017 and has held it in 17 quarters since.
  • Cypress Wealth Services's Truist Financial position peaked at $577K in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.