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GHP Investment Advisors’s Truist Financial TFC Stock Holding History

GHP Investment 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 		$2.4M Buy
48,159
+1,223
+3% +$60.2K 0.09% 223
2026
Q1 		$2.16M Buy
46,936
+753
+2% +$37.2K 0.09% 221
2025
Q4 		$2.27M Buy
46,183
+335
+0.7% +$15.4K 0.09% 217
2025
Q3 		$2.1M Buy
45,848
+976
+2% +$44K 0.09% 218
2025
Q2 		$1.93M Buy
44,872
+439
+1% +$17.2K 0.09% 224
2025
Q1 		$1.83M Buy
44,433
+700
+2% +$31.2K 0.09% 229
2024
Q4 		$1.9M Buy
43,733
+1,999
+5% +$89.2K 0.09% 231
2024
Q3 		$1.78M Buy
41,734
+628
+2% +$26.5K 0.08% 237
2024
Q2 		$1.6M Sell
41,106
-952
-2% -$36K 0.08% 241
2024
Q1 		$1.64M Buy
42,058
+1,588
+4% +$58.1K 0.08% 240
2023
Q4 		$1.49M Sell
40,470
-1,363
-3% -$42.8K 0.08% 240
2023
Q3 		$1.19M Sell
41,833
-1,248
-3% -$38.4K 0.07% 245
2023
Q2 		$1.37M Buy
43,081
+4,878
+13% +$151K 0.08% 241
2023
Q1 		$1.3M Buy
38,203
+817
+2% +$35.7K 0.08% 244
2022
Q4 		$1.61M Buy
37,386
+577
+2% +$25.3K 0.11% 225
2022
Q3 		$1.6M Sell
36,809
-325
-0.9% -$15.6K 0.12% 217
2022
Q2 		$1.76M Sell
37,134
-579
-2% -$28.6K 0.13% 212
2022
Q1 		$2.14M Buy
37,713
+882
+2% +$54.5K 0.14% 207
2021
Q4 		$2.16M Buy
36,831
+1,241
+3% +$75.8K 0.15% 182
2021
Q3 		$2.09M Buy
35,590
+869
+3% +$48.6K 0.17% 166
2021
Q2 		$1.93M Buy
34,721
+285
+0.8% +$16.7K 0.16% 169
2021
Q1 		$2.01M Sell
34,436
-1,656
-5% -$90.8K 0.17% 161
2020
Q4 		$1.73M Buy
36,092
+520
+1% +$23.5K 0.16% 160
2020
Q3 		$1.35M Buy
35,572
+703
+2% +$26.5K 0.15% 161
2020
Q2 		$1.31M Sell
34,869
-12,331
-26% -$444K 0.16% 160
2020
Q1 		$1.46M Sell
47,200
-12,497
-21% -$591K 0.22% 138
2019
Q4 		$3.36M Buy
59,697
+3,172
+6% +$172K 0.36% 88
2019
Q3 		$3.02M Sell
56,525
-2,671
-5% -$132K 0.38% 87
2019
Q2 		$2.91M Buy
59,196
+1,873
+3% +$91.7K 0.35% 95
2019
Q1 		$2.67M Buy
57,323
+394
+0.7% +$19.2K 0.34% 100
2018
Q4 		$2.47M Buy
56,929
+6,596
+13% +$317K 0.37% 88
2018
Q3 		$2.44M Buy
50,333
+516
+1% +$26.5K 0.33% 99
2018
Q2 		$2.51M Sell
49,817
-2
-0% -$106 0.35% 91
2018
Q1 		$2.59M Buy
49,819
+2,735
+6% +$147K 0.37% 84
2017
Q4 		$2.34M Buy
47,084
+245
+0.5% +$11.8K 0.33% 95
2017
Q3 		$2.2M Sell
46,839
-1,765
-4% -$81.1K 0.33% 94
2017
Q2 		$2.21M Buy
48,604
+1,168
+2% +$50.7K 0.35% 89
2017
Q1 		$2.12M Buy
47,436
+580
+1% +$27.1K 0.36% 87
2016
Q4 		$2.2M Buy
46,856
+1,596
+4% +$67.9K 0.41% 77
2016
Q3 		$1.71M Buy
45,260
+1,256
+3% +$46.8K 0.35% 86
2016
Q2 		$1.57M Buy
44,004
+8,226
+23% +$287K 0.34% 90
2016
Q1 		$1.19M Buy
35,778
+30
+0.1% +$997 0.27% 102
2015
Q4 		$1.35M Sell
35,748
-1,034
-3% -$38.9K 0.33% 86
2015
Q3 		$1.31M Sell
36,782
-603
-2% -$23.3K 0.34% 84
2015
Q2 		$1.52M Sell
37,385
-315
-0.8% -$12.5K 0.38% 72
2015
Q1 		$1.47M Buy
37,700
+733
+2% +$27.6K 0.38% 68
2014
Q4 		$1.44M Buy
36,967
+318
+0.9% +$12K 0.4% 65
2014
Q3 		$1.36M Buy
36,649
+1,511
+4% +$57K 0.4% 58
2014
Q2 		$1.39M Buy
35,138
+790
+2% +$30.3K 0.41% 52
2014
Q1 		$1.38M Buy
34,348
+14
+0% +$536 0.44% 44
2013
Q4 		$1.28M Buy
34,334
+506
+1% +$17.5K 0.42% 48
2013
Q3 		$1.14M Buy
33,828
+594
+2% +$20.7K 0.41% 47
2013
Q2 		$1.13M Buy
+33,234
New +$1.06M 0.45% 46

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

GHP Investment Advisors's TFC Position: Q2 2026 in Review

GHP Investment Advisors increased its Truist Financial (TFC) stake by 2.6% in Q2 2026, buying an estimated $60.2K and bringing the position to 48,159 shares worth $2.4M. The position accounts for 0.09% of the portfolio, ranked #223.

GHP Investment Advisors first reported a position in TFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.36M in Q4 2019. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • GHP Investment Advisors held 48,159 shares of Truist Financial worth $2.4M as of Q2 2026.
  • GHP Investment Advisors bought 1,223 Truist Financial shares in Q2 2026, an estimated $60.2K.
  • Truist Financial made up 0.09% of GHP Investment Advisors's portfolio in Q2 2026, its #223 holding.
  • GHP Investment Advisors first reported a position in Truist Financial in Q2 2013 and has held it in 53 quarters since.
  • GHP Investment Advisors's Truist Financial position peaked at $3.36M in Q4 2019.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.