GWA
TFC icon

Gratus Wealth Advisors’s Truist Financial TFC Stock Holding History

Gratus Wealth 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 		$554K Buy
11,124
+42
+0.4% +$2.07K 0.07% 86
2026
Q1 		$509K Buy
11,082
+122
+1% +$6.03K 0.07% 86
2025
Q4 		$539K Sell
10,960
-868
-7% -$40K 0.07% 86
2025
Q3 		$541K Sell
11,828
-7,112
-38% -$321K 0.08% 92
2025
Q2 		$814K Sell
18,940
-738
-4% -$28.9K 0.12% 67
2025
Q1 		$810K Buy
19,678
+149
+0.8% +$6.64K 0.13% 69
2024
Q4 		$847K Sell
19,529
-1,064
-5% -$47.5K 0.14% 67
2024
Q3 		$865K Sell
20,593
-137
-0.7% -$5.79K 0.14% 69
2024
Q2 		$879K Sell
20,730
-8,643
-29% -$326K 0.15% 66
2024
Q1 		$1.05M Buy
29,373
+577
+2% +$21.1K 0.19% 49
2023
Q4 		$1.06M Buy
+28,796
New +$904K 0.21% 51

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Gratus Wealth Advisors's TFC Position: Q2 2026 in Review

Gratus Wealth Advisors increased its Truist Financial (TFC) stake by 0.38% in Q2 2026, buying an estimated $2.07K and bringing the position to 11,124 shares worth $554K. The position accounts for 0.07% of the portfolio, ranked #86.

Gratus Wealth Advisors first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q4 2023. 436 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Gratus Wealth Advisors held 11,124 shares of Truist Financial worth $554K as of Q2 2026.
  • Gratus Wealth Advisors bought 42 Truist Financial shares in Q2 2026, an estimated $2.07K.
  • Truist Financial made up 0.07% of Gratus Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Gratus Wealth Advisors first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • Gratus Wealth Advisors's Truist Financial position peaked at $1.06M in Q4 2023.
  • 436 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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