GoalVest Advisory’s Truist Financial TFC Stock Holding History

GoalVest Advisory’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	$54.5K	Buy	1,094 +31	+3%	+$1.52K	0.01%	199
2026 Q1	$48.9K	Hold	1,063	–	–	0.01%	226
2025 Q4	$52.3K	Buy	1,063 +858	+419%	+$39.5K	0.01%	241
2025 Q3	$9.37K	Hold	205	–	–	﹤0.01%	334
2025 Q2	$8.81K	Buy	205 +198	+2,829%	+$7.75K	﹤0.01%	313
2025 Q1	$288	Buy	+7	New	+$312	﹤0.01%	412
2024 Q1	–	Sell	-145	Closed	-$5.35K	–	473
2023 Q4	$5.35K	Buy	+145	New	+$4.55K	﹤0.01%	284
2023 Q3	–	Sell	-28,685	Closed	-$871K	–	482
2023 Q2	$871K	Sell	28,685 -1,910	-6%	-$59.3K	0.45%	46
2023 Q1	$1.04M	Buy	30,595 +1,982	+7%	+$86.5K	0.61%	46
2022 Q4	$1.23M	Buy	28,613 +3,576	+14%	+$157K	0.79%	27
2022 Q3	$1.09M	Buy	25,037 +3,949	+19%	+$190K	0.76%	29
2022 Q2	$1.03M	Buy	21,088 +21,074	+150,529%	+$1.04M	0.65%	43
2022 Q1	$1K	Buy	+14	New	+$865	﹤0.01%	364

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

GoalVest Advisory's TFC Position: Q2 2026 in Review

GoalVest Advisory increased its Truist Financial (TFC) stake by 2.9% in Q2 2026, buying an estimated $1.52K and bringing the position to 1,094 shares worth $54.5K. The position accounts for 0.01% of the portfolio, ranked #199.

GoalVest Advisory first reported a position in TFC in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.23M in Q4 2022. 261 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

GoalVest Advisory held 1,094 shares of Truist Financial worth $54.5K as of Q2 2026.
GoalVest Advisory bought 31 Truist Financial shares in Q2 2026, an estimated $1.52K.
Truist Financial made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #199 holding.
GoalVest Advisory first reported a position in Truist Financial in Q1 2022 and has held it in 13 quarters since.
GoalVest Advisory's Truist Financial position peaked at $1.23M in Q4 2022.
261 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.