FSM Wealth Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
Other funds holding TFC
FSM Wealth Advisors's TFC Position: Q2 2026 in Review
FSM Wealth Advisors increased its Truist Financial (TFC) stake by 0.52% in Q2 2026, buying an estimated $3.94K and bringing the position to 15,501 shares worth $772K. The position accounts for 0.08% of the portfolio, ranked #134.
FSM Wealth Advisors first reported a position in TFC in Q2 2025 and has held it in 5 quarters since. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- FSM Wealth Advisors held 15,501 shares of Truist Financial worth $772K as of Q2 2026.
- FSM Wealth Advisors bought 80 Truist Financial shares in Q2 2026, an estimated $3.94K.
- Truist Financial made up 0.08% of FSM Wealth Advisors's portfolio in Q2 2026, its #134 holding.
- FSM Wealth Advisors first reported a position in Truist Financial in Q2 2025 and has held it in 5 quarters since.
- 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.