FFA
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Farther Finance Advisors’s Truist Financial TFC Stock Holding History

Farther Finance 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
Q3 		$5.17M Buy
111,726
+53,636
+92% +$2.73M 0.04% 417
2026
Q2 		$2.9M Buy
58,090
+7,191
+14% +$354K 0.02% 587
2026
Q1 		$2.38M Buy
50,899
+11,358
+29% +$561K 0.02% 569
2025
Q4 		$1.95M Buy
39,541
+16,247
+70% +$748K 0.02% 591
2025
Q3 		$1.06M Buy
23,294
+1,820
+8% +$82.1K 0.02% 695
2025
Q2 		$923K Buy
21,474
+1,010
+5% +$39.5K 0.02% 624
2025
Q1 		$839K Buy
20,464
+6,088
+42% +$271K 0.02% 577
2024
Q4 		$624K Sell
14,376
-2,167
-13% -$96.7K 0.02% 519
2024
Q3 		$707K Buy
16,543
+7,055
+74% +$298K 0.03% 466
2024
Q2 		$372K Buy
9,488
+5,912
+165% +$223K 0.02% 589
2024
Q1 		$137K Buy
3,576
+173
+5% +$6.33K 0.01% 834
2023
Q4 		$126K Buy
3,403
+886
+35% +$27.8K 0.01% 721
2023
Q3 		$72K Buy
2,517
+576
+30% +$17.7K 0.01% 669
2023
Q2 		$58.9K Buy
1,941
+423
+28% +$13.1K 0.01% 617
2023
Q1 		$51.8K Buy
1,518
+199
+15% +$8.69K 0.02% 592
2022
Q4 		$56.8K Buy
+1,319
New +$57.9K 0.02% 461

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
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 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

Farther Finance Advisors's TFC Position: Q3 2026 in Review

Farther Finance Advisors increased its Truist Financial (TFC) stake by 92% in Q3 2026, buying an estimated $2.73M and bringing the position to 111,726 shares worth $5.17M. The position accounts for 0.04% of the portfolio, ranked #417.

Farther Finance Advisors first reported a position in TFC in Q4 2022 and has held it in 16 quarters since. 74 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Farther Finance Advisors held 111,726 shares of Truist Financial worth $5.17M as of Q3 2026.
  • Farther Finance Advisors bought 53,636 Truist Financial shares in Q3 2026, an estimated $2.73M.
  • Truist Financial made up 0.04% of Farther Finance Advisors's portfolio in Q3 2026, its #417 holding.
  • Farther Finance Advisors first reported a position in Truist Financial in Q4 2022 and has held it in 16 quarters since.
  • 74 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.