Fortis Group Advisors’s Truist Financial TFC Stock Holding History

Fortis Group 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	$7.47K	Hold	150	–	–	﹤0.01%	415
2026 Q1	$6.9K	Hold	150	–	–	﹤0.01%	417
2025 Q4	$7.38K	Hold	150	–	–	﹤0.01%	405
2025 Q3	$6.86K	Hold	150	–	–	﹤0.01%	368
2025 Q2	$6.45K	Hold	150	–	–	﹤0.01%	363
2025 Q1	$6.17K	Hold	150	–	–	﹤0.01%	339
2024 Q4	$6.51K	Hold	150	–	–	﹤0.01%	342
2024 Q3	$6.42K	Hold	150	–	–	﹤0.01%	338
2024 Q2	$5.83K	Hold	150	–	–	﹤0.01%	339
2024 Q1	$5.85K	Sell	150 -150	-50%	-$5.49K	﹤0.01%	360
2023 Q4	$11.1K	Buy	300 +150	+100%	+$4.71K	﹤0.01%	288
2023 Q3	$4.29K	Buy	+150	New	+$4.61K	﹤0.01%	301

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fortis Group Advisors's TFC Position: Q2 2026 in Review

Fortis Group Advisors held its Truist Financial (TFC) position steady in Q2 2026 at 150 shares worth $7.47K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Fortis Group Advisors first reported a position in TFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.1K in Q4 2023. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Fortis Group Advisors held 150 shares of Truist Financial worth $7.47K as of Q2 2026.
Fortis Group Advisors left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #415 holding.
Fortis Group Advisors first reported a position in Truist Financial in Q3 2023 and has held it in 12 quarters since.
Fortis Group Advisors's Truist Financial position peaked at $11.1K in Q4 2023.
1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.