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Fiduciary Alliance’s Truist Financial TFC Stock Holding History

Fiduciary Alliance’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 		$3.55M Sell
71,236
-1,036
-1% -$51K 0.24% 111
2026
Q1 		$3.58M Sell
72,272
-7,372
-9% -$364K 0.22% 117
2025
Q4 		$3.92M Sell
79,644
-6,837
-8% -$315K 0.26% 93
2025
Q3 		$3.95M Sell
86,481
-5,888
-6% -$265K 0.26% 90
2025
Q2 		$3.97M Sell
92,369
-6,185
-6% -$242K 0.3% 81
2025
Q1 		$4.06M Buy
98,554
+936
+1% +$41.7K 0.4% 66
2024
Q4 		$4.23M Buy
97,618
+7,597
+8% +$339K 0.43% 61
2024
Q3 		$3.85M Buy
90,021
+6,594
+8% +$278K 0.51% 55
2024
Q2 		$3.3M Sell
83,427
-223
-0.3% -$8.42K 0.54% 53
2024
Q1 		$3.21M Sell
83,650
-803
-1% -$29.4K 0.57% 51
2023
Q4 		$3.12M Sell
84,453
-705
-0.8% -$22.1K 0.61% 46
2023
Q3 		$2.44M Sell
85,158
-155
-0.2% -$4.77K 0.56% 47
2023
Q2 		$2.59M Sell
85,313
-2,275
-3% -$70.7K 0.56% 47
2023
Q1 		$2.99M Sell
87,588
-115
-0.1% -$5.02K 0.75% 40
2022
Q4 		$3.77M Buy
+87,703
New +$3.85M 0.98% 35

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Fiduciary Alliance's TFC Position: Q2 2026 in Review

Fiduciary Alliance reduced its Truist Financial (TFC) stake by 1.4% in Q2 2026, selling an estimated $51K and leaving 71,236 shares worth $3.55M. The position accounts for 0.24% of the portfolio, ranked #111.

Fiduciary Alliance first reported a position in TFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.23M in Q4 2024. 354 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Fiduciary Alliance held 71,236 shares of Truist Financial worth $3.55M as of Q2 2026.
  • Fiduciary Alliance sold 1,036 Truist Financial shares in Q2 2026, an estimated $51K.
  • Truist Financial made up 0.24% of Fiduciary Alliance's portfolio in Q2 2026, its #111 holding.
  • Fiduciary Alliance first reported a position in Truist Financial in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's Truist Financial position peaked at $4.23M in Q4 2024.
  • 354 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.