Fiducient 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
Q2 | $444K | Hold |
8,915
| – | – | 0.06% | 105 |
|
|
2026
Q1 | $410K | Hold |
8,915
| – | – | 0.05% | 101 |
|
|
2025
Q4 | $439K | Hold |
8,915
| – | – | 0.05% | 116 |
|
|
2025
Q3 | $408K | Hold |
8,915
| – | – | 0.05% | 104 |
|
|
2025
Q2 | $383K | Hold |
8,915
| – | – | 0.05% | 107 |
|
|
2025
Q1 | $367K | Sell |
8,915
-400
| -4% | -$17.8K | 0.05% | 112 |
|
|
2024
Q4 | $404K | Buy |
9,315
+400
| +4% | +$17.9K | 0.05% | 103 |
|
|
2024
Q3 | $381K | Hold |
8,915
| – | – | 0.04% | 104 |
|
|
2024
Q2 | $346K | Hold |
8,915
| – | – | 0.05% | 107 |
|
|
2024
Q1 | $348K | Sell |
8,915
-86
| -1% | -$3.15K | 0.07% | 99 |
|
|
2023
Q4 | $332K | Buy |
9,001
+55
| +0.6% | +$1.73K | 0.06% | 95 |
|
|
2023
Q3 | $256K | Sell |
8,946
-789
| -8% | -$24.3K | 0.01% | 99 |
|
|
2023
Q2 | $295K | Buy |
9,735
+493
| +5% | +$15.3K | 0.09% | 44 |
|
|
2023
Q1 | $315K | Buy |
9,242
+31
| +0.3% | +$1.35K | 0.1% | 39 |
|
|
2022
Q4 | $396K | Hold |
9,211
| – | – | 0.12% | 108 |
|
|
2022
Q3 | $401K | Hold |
9,211
| – | – | 0.19% | 36 |
|
|
2022
Q2 | $437K | Hold |
9,211
| – | – | 0.16% | 48 |
|
|
2022
Q1 | $522K | Hold |
9,211
| – | – | 0.2% | 37 |
|
|
2021
Q4 | $539K | Buy |
9,211
+137
| +2% | +$8.37K | 0.16% | 30 |
|
|
2021
Q3 | $532K | Sell |
9,074
-335
| -4% | -$18.7K | 0.16% | 48 |
|
|
2021
Q2 | $522K | Sell |
9,409
-160
| -2% | -$9.4K | 0.16% | 39 |
|
|
2021
Q1 | $558K | Sell |
9,569
-440
| -4% | -$24.1K | 0.18% | 40 |
|
|
2020
Q4 | $480K | Hold |
10,009
| – | – | 0.18% | 41 |
|
|
2020
Q3 | $381K | Hold |
10,009
| – | – | 0.21% | 14 |
|
|
2020
Q2 | $376K | Sell |
10,009
-1,000
| -9% | -$36K | 0.23% | 14 |
|
|
2020
Q1 | $340K | Hold |
11,009
| – | – | 0.2% | 16 |
|
|
2019
Q4 | $620K | Hold |
11,009
| – | – | 0.34% | 14 |
|
|
2019
Q3 | $588K | Hold |
11,009
| – | – | 0.33% | 14 |
|
|
2019
Q2 | $541K | Hold |
11,009
| – | – | 0.32% | 14 |
|
|
2019
Q1 | $512K | Hold |
11,009
| – | – | 0.25% | 16 |
|
|
2018
Q4 | $477K | Hold |
11,009
| – | – | 0.27% | 17 |
|
|
2018
Q3 | $534K | Hold |
11,009
| – | – | 0.27% | 16 |
|
|
2018
Q2 | $555K | Hold |
11,009
| – | – | 0.28% | 16 |
|
|
2018
Q1 | $573K | Buy |
+11,009
| New | +$593K | 0.29% | 15 |
|
Other funds holding TFC
Fiducient Advisors's TFC Position: Q2 2026 in Review
Fiducient Advisors held its Truist Financial (TFC) position steady in Q2 2026 at 8,915 shares worth $444K. The position accounts for 0.06% of the portfolio, ranked #105.
Fiducient Advisors first reported a position in TFC in Q1 2018 and has held it in 34 quarters since. The position peaked at $620K in Q4 2019. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Fiducient Advisors held 8,915 shares of Truist Financial worth $444K as of Q2 2026.
- Fiducient Advisors left its Truist Financial share count unchanged in Q2 2026.
- Truist Financial made up 0.06% of Fiducient Advisors's portfolio in Q2 2026, its #105 holding.
- Fiducient Advisors first reported a position in Truist Financial in Q1 2018 and has held it in 34 quarters since.
- Fiducient Advisors's Truist Financial position peaked at $620K in Q4 2019.
- 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.