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Fifth Third Wealth Advisors’s Truist Financial TFC Stock Holding History

Fifth Third Wealth 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
Q2 		$3.68M Sell
73,959
-2,685
-4% -$132K 0.1% 145
2026
Q1 		$3.52M Buy
76,644
+53,608
+233% +$2.65M 0.12% 136
2025
Q4 		$1.13M Sell
23,036
-440
-2% -$20.3K 0.04% 240
2025
Q3 		$1.07M Sell
23,476
-4,823
-17% -$217K 0.04% 233
2025
Q2 		$1.22M Buy
28,299
+3,322
+13% +$130K 0.05% 218
2025
Q1 		$1.03M Buy
24,977
+2,873
+13% +$128K 0.05% 217
2024
Q4 		$959K Buy
22,104
+6,813
+45% +$304K 0.05% 208
2024
Q3 		$654K Buy
15,291
+187
+1% +$7.9K 0.04% 259
2024
Q2 		$587K Buy
+15,104
New +$571K 0.04% 242

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

Fifth Third Wealth Advisors's TFC Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Truist Financial (TFC) stake by 3.5% in Q2 2026, selling an estimated $132K and leaving 73,959 shares worth $3.68M. The position accounts for 0.1% of the portfolio, ranked #145.

Fifth Third Wealth Advisors first reported a position in TFC in Q2 2024 and has held it in 9 quarters since. 261 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Fifth Third Wealth Advisors held 73,959 shares of Truist Financial worth $3.68M as of Q2 2026.
  • Fifth Third Wealth Advisors sold 2,685 Truist Financial shares in Q2 2026, an estimated $132K.
  • Truist Financial made up 0.1% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #145 holding.
  • Fifth Third Wealth Advisors first reported a position in Truist Financial in Q2 2024 and has held it in 9 quarters since.
  • 261 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.