Elevation Wealth Partners’s Truist Financial TFC Stock Holding History

Elevation Wealth Partners’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	$33.2K	Sell	718 -174	-20%	-$8.84K	0.01%	505
2026 Q2	$44.4K	Buy	892 +275	+45%	+$13.5K	0.01%	334
2026 Q1	$28.4K	Buy	617 +577	+1,443%	+$28.5K	0.01%	318
2025 Q4	$1.97K	Hold	40	–	–	﹤0.01%	793
2025 Q3	$1.83K	Buy	+40	New	+$1.8K	﹤0.01%	662

Other funds holding TFC

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

Elevation Wealth Partners's TFC Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Truist Financial (TFC) stake by 20% in Q3 2026, selling an estimated $8.84K and leaving 718 shares worth $33.2K. The position accounts for 0.01% of the portfolio, ranked #505.

Elevation Wealth Partners first reported a position in TFC in Q3 2025 and has held it in 5 quarters since. The position peaked at $44.4K in Q2 2026. 68 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Elevation Wealth Partners held 718 shares of Truist Financial worth $33.2K as of Q3 2026.
Elevation Wealth Partners sold 174 Truist Financial shares in Q3 2026, an estimated $8.84K.
Truist Financial made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #505 holding.
Elevation Wealth Partners first reported a position in Truist Financial in Q3 2025 and has held it in 5 quarters since.
Elevation Wealth Partners's Truist Financial position peaked at $44.4K in Q2 2026.
68 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.