Formidable Asset Management’s Truist Financial TFC Stock Holding History

Formidable Asset Management’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	$330K	Sell	7,174 -10	-0.1%	-$492	0.05%	303
2026 Q1	$354K	Hold	7,184	–	–	0.05%	285
2025 Q4	$328K	Sell	7,184 -240	-3%	-$11.1K	0.05%	320
2025 Q3	$319K	Sell	7,424 -653	-8%	-$29.4K	0.05%	319
2025 Q2	$332K	Hold	8,077	–	–	0.06%	294
2025 Q1	$332K	Hold	8,077	–	–	0.06%	293
2024 Q4	$350K	Hold	8,077	–	–	0.06%	281
2024 Q3	$345K	Sell	8,077 -227	-3%	-$9.59K	0.06%	271
2024 Q2	$323K	Sell	8,304 -168	-2%	-$6.35K	0.05%	294
2024 Q1	$330K	Buy	8,472 +2,644	+45%	+$96.7K	0.05%	273
2023 Q4	$215K	Buy	+5,828	New	+$183K	0.04%	251
2023 Q2	–	Sell	-7,635	Closed	-$255K	–	325
2023 Q1	$255K	Buy	7,635 +828	+12%	+$36.1K	0.05%	240
2022 Q4	$293K	Buy	6,807 +505	+8%	+$22.2K	0.07%	231
2022 Q3	$277K	Hold	6,302	–	–	0.06%	227
2022 Q2	$300K	Sell	6,302 -5,439	-46%	-$268K	0.07%	236
2022 Q1	$666K	Buy	11,741 +108	+0.9%	+$6.67K	0.13%	142
2021 Q4	$687K	Hold	11,633	–	–	0.13%	146
2021 Q3	$682K	Sell	11,633 -407	-3%	-$22.7K	0.13%	158
2021 Q2	$667K	Hold	12,040	–	–	0.14%	149
2021 Q1	$708K	Buy	12,040 +109	+0.9%	+$5.97K	0.15%	130
2020 Q4	$570K	Hold	11,931	–	–	0.13%	145
2020 Q3	$457K	Sell	11,931 -15	-0.1%	-$565	0.13%	139
2020 Q2	$447K	Buy	11,946 +581	+5%	+$20.9K	0.13%	150
2020 Q1	$350K	Hold	11,365	–	–	0.14%	138
2019 Q4	$640K	Buy	11,365 +1,827	+19%	+$98.9K	0.2%	102
2019 Q3	$509K	Buy	9,538 +20	+0.2%	+$991	0.47%	40
2019 Q2	$471K	Buy	9,518 +3,002	+46%	+$147K	0.16%	121
2019 Q1	$1.32M	Buy	+6,516	New	+$318K	0.52%	45
2016 Q2	–	Sell	-1,930	Closed	-$68K	–	385
2016 Q1	$68K	Sell	1,930 -246	-11%	-$8.17K	0.05%	174
2015 Q4	$78K	Buy	2,176 +164	+8%	+$6.17K	0.05%	182
2015 Q3	$71K	Buy	2,012 +332	+20%	+$12.8K	0.05%	193
2015 Q2	$68K	Hold	1,680	–	–	0.04%	186
2015 Q1	$66K	Hold	1,680	–	–	0.04%	176
2014 Q4	$65K	Hold	1,680	–	–	0.04%	175
2014 Q3	$64K	Sell	1,680 -330	-16%	-$12.5K	0.04%	173
2014 Q2	$79K	Hold	2,010	–	–	0.05%	179
2014 Q1	$75K	Hold	2,010	–	–	0.05%	160
2013 Q4	$75K	Hold	2,010	–	–	0.05%	168
2013 Q3	$68K	Buy	+2,010	New	+$70.2K	0.06%	150

Other funds holding TFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

Formidable Asset Management's TFC Position: Q2 2026 in Review

Formidable Asset Management reduced its Truist Financial (TFC) stake by 0.14% in Q2 2026, selling an estimated $492 and leaving 7,174 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #303.

Formidable Asset Management first reported a position in TFC in Q3 2013 and has held it in 39 quarters since. The position peaked at $1.32M in Q1 2019. 261 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Formidable Asset Management held 7,174 shares of Truist Financial worth $330K as of Q2 2026.
Formidable Asset Management sold 10 Truist Financial shares in Q2 2026, an estimated $492.
Truist Financial made up 0.05% of Formidable Asset Management's portfolio in Q2 2026, its #303 holding.
Formidable Asset Management first reported a position in Truist Financial in Q3 2013 and has held it in 39 quarters since.
Formidable Asset Management's Truist Financial position peaked at $1.32M in Q1 2019.
261 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.