Diversify Advisory Services’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$292K Buy
+5,593
New +$275K ﹤0.01% 1065
2025
Q1
– Sell
-8,749
Closed -$374K – 692
2024
Q4
$374K Buy
+8,749
New +$390K 0.02% 435

Other funds holding TFC

Diversify Advisory Services's TFC Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Truist Financial (TFC) in Q2 2026: 5,593 shares worth $292K. The stake represents ﹤0.01% of the portfolio and ranks #1065 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in TFC as recently as Q4 2024.

Diversify Advisory Services first reported a position in TFC in Q4 2024 and has held it in 2 quarters since. The position peaked at $374K in Q4 2024. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Diversify Advisory Services held 5,593 shares of Truist Financial worth $292K as of Q2 2026.
  • Truist Financial was a new Diversify Advisory Services position in Q2 2026.
  • Truist Financial made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1065 holding.
  • Diversify Advisory Services first reported a position in Truist Financial in Q4 2024 and has held it in 2 quarters since.
  • Diversify Advisory Services's Truist Financial position peaked at $374K in Q4 2024.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.