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DHJJ Financial Advisors’s Truist Financial TFC Stock Holding History

DHJJ 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 		$499 Hold
10
– – ﹤0.01% 903
2026
Q1 		$460 Hold
10
– – ﹤0.01% 904
2025
Q4 		$493 Hold
10
– – ﹤0.01% 855
2025
Q3 		$458 Hold
10
– – ﹤0.01% 839
2025
Q2 		$430 Hold
10
– – ﹤0.01% 815
2025
Q1 		$412 Hold
10
– – ﹤0.01% 771
2024
Q4 		$434 Hold
10
– – ﹤0.01% 736
2024
Q3 		$428 Hold
10
– – ﹤0.01% 719
2024
Q2 		$389 Hold
10
– – ﹤0.01% 685
2024
Q1 		$390 Hold
10
– – ﹤0.01% 673
2023
Q4 		$370 Hold
10
– – ﹤0.01% 662
2023
Q3 		$287 Buy
+10
New +$308 ﹤0.01% 674

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

DHJJ Financial Advisors's TFC Position: Q2 2026 in Review

DHJJ Financial Advisors held its Truist Financial (TFC) position steady in Q2 2026 at 10 shares worth $499. The position accounts for ﹤0.01% of the portfolio, ranked #903.

DHJJ Financial Advisors first reported a position in TFC in Q3 2023 and has held it in 12 quarters since. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • DHJJ Financial Advisors held 10 shares of Truist Financial worth $499 as of Q2 2026.
  • DHJJ Financial Advisors left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #903 holding.
  • DHJJ Financial Advisors first reported a position in Truist Financial in Q3 2023 and has held it in 12 quarters since.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.