EP Wealth Advisors’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
Q1 | $896K | Sell |
19,487
-2,357
| -11% | -$116K | ﹤0.01% | 668 |
|
|
2025
Q4 | $1.07M | Buy |
+21,844
| New | +$1.01M | 0.01% | 602 |
|
|
2025
Q2 | $936K | Buy |
21,769
+5,143
| +31% | +$201K | 0.01% | 577 |
|
|
2025
Q1 | $684K | Buy |
16,626
+2,380
| +17% | +$106K | 0.01% | 601 |
|
|
2024
Q4 | $618K | Sell |
14,246
-173
| -1% | -$7.72K | 0.01% | 628 |
|
|
2024
Q3 | $617K | Buy |
14,419
+5,505
| +62% | +$232K | 0.01% | 628 |
|
|
2024
Q2 | $346K | Buy |
8,914
+2,664
| +43% | +$101K | ﹤0.01% | 613 |
|
|
2024
Q1 | $244K | Sell |
6,250
-2,104
| -25% | -$77K | ﹤0.01% | 684 |
|
|
2023
Q4 | $308K | Buy |
8,354
+125
| +2% | +$3.92K | ﹤0.01% | 606 |
|
|
2023
Q3 | $235K | Sell |
8,229
-75,265
| -90% | -$2.31M | ﹤0.01% | 618 |
|
|
2023
Q2 | $241K | Buy |
83,494
+74,196
| +798% | +$2.3M | ﹤0.01% | 610 |
|
|
2023
Q1 | $1,000K | Buy |
9,298
+344
| +4% | +$15K | 0.02% | 304 |
|
|
2022
Q4 | $385K | Buy |
+8,954
| New | +$393K | 0.01% | 424 |
|
|
2022
Q3 | – | Sell |
-22,524
| Closed | -$1.07M | – | 615 |
|
|
2022
Q2 | $1.07M | Buy |
22,524
+2,689
| +14% | +$133K | 0.02% | 248 |
|
|
2022
Q1 | $1.13M | Buy |
19,835
+9,255
| +87% | +$572K | 0.02% | 257 |
|
|
2021
Q4 | $619K | Sell |
10,580
-998
| -9% | -$61K | 0.01% | 322 |
|
|
2021
Q3 | $679K | Sell |
11,578
-1,074
| -8% | -$60K | 0.02% | 287 |
|
|
2021
Q2 | $702K | Sell |
12,652
-2,491
| -16% | -$146K | 0.02% | 283 |
|
|
2021
Q1 | $883K | Buy |
15,143
+1
| +0% | +$55 | 0.03% | 243 |
|
|
2020
Q4 | $726K | Sell |
15,142
-1,081
| -7% | -$48.9K | 0.03% | 216 |
|
|
2020
Q3 | $617K | Sell |
16,223
-7,200
| -31% | -$271K | 0.03% | 209 |
|
|
2020
Q2 | $880K | Sell |
23,423
-259,728
| -92% | -$9.35M | 0.04% | 190 |
|
|
2020
Q1 | $8.73M | Buy |
283,151
+25,875
| +10% | +$1.22M | 0.43% | 47 |
|
|
2019
Q4 | $14.5M | Buy |
257,276
+2,590
| +1% | +$140K | 0.6% | 39 |
|
|
2019
Q3 | $13.6M | Buy |
+254,686
| New | +$12.6M | 0.67% | 35 |
|
|
2019
Q2 | – | Sell |
-357,988
| Closed | -$16.7M | – | 343 |
|
|
2019
Q1 | $16.7M | Buy |
357,988
+30,777
| +9% | +$1.5M | 1.6% | 24 |
|
|
2018
Q4 | $14.2M | Buy |
327,211
+16,931
| +5% | +$813K | 1.09% | 25 |
|
|
2018
Q3 | $15.1M | Buy |
310,280
+32,255
| +12% | +$1.66M | 1.18% | 23 |
|
|
2018
Q2 | $14M | Buy |
278,025
+10,323
| +4% | +$548K | 1.32% | 23 |
|
|
2018
Q1 | $13.9M | Buy |
267,702
+10,099
| +4% | +$544K | 1.35% | 22 |
|
|
2017
Q4 | $12.8M | Buy |
257,603
+14,753
| +6% | +$712K | 1.35% | 23 |
|
|
2017
Q3 | $11.4M | Buy |
242,850
+14,887
| +7% | +$684K | 1.32% | 24 |
|
|
2017
Q2 | $10.4M | Buy |
227,963
+21,826
| +11% | +$948K | 1.27% | 22 |
|
|
2017
Q1 | $9.21M | Buy |
206,137
+52,615
| +34% | +$2.46M | 1.27% | 24 |
|
|
2016
Q4 | $6.5M | Buy |
+153,522
| New | +$6.53M | 0.95% | 31 |
|
Other funds holding TFC
VCM
VPM
EP Wealth Advisors's TFC Position: Q1 2026 in Review
EP Wealth Advisors reduced its Truist Financial (TFC) stake by 11% in Q1 2026, selling an estimated $116K and leaving 19,487 shares worth $896K. The position accounts for ﹤0.01% of the portfolio, ranked #668.
EP Wealth Advisors first reported a position in TFC in Q4 2016 and has held it in 35 quarters since. The position peaked at $16.7M in Q1 2019. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- EP Wealth Advisors held 19,487 shares of Truist Financial worth $896K as of Q1 2026.
- EP Wealth Advisors sold 2,357 Truist Financial shares in Q1 2026, an estimated $116K.
- Truist Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #668 holding.
- EP Wealth Advisors first reported a position in Truist Financial in Q4 2016 and has held it in 35 quarters since.
- EP Wealth Advisors's Truist Financial position peaked at $16.7M in Q1 2019.
- 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.