GLLW
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Graves Light Lenhart Wealth’s Truist Financial TFC Stock Holding History

Graves Light Lenhart Wealth’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 		$2.54M Sell
51,009
-401
-0.8% -$19.7K 0.24% 56
2026
Q1 		$2.36M Buy
51,410
+6,238
+14% +$308K 0.25% 56
2025
Q4 		$2.22M Sell
45,172
-1,885
-4% -$86.8K 0.24% 58
2025
Q3 		$2.15M Sell
47,057
-4,465
-9% -$201K 0.24% 60
2025
Q2 		$2.21M Sell
51,522
-517
-1% -$20.2K 0.26% 58
2025
Q1 		$2.14M Sell
52,039
-181
-0.3% -$8.06K 0.26% 61
2024
Q4 		$2.27M Sell
52,220
-252
-0.5% -$11.2K 0.28% 58
2024
Q3 		$2.24M Sell
52,472
-136
-0.3% -$5.74K 0.28% 59
2024
Q2 		$2.06M Sell
52,608
-22
-0% -$831 0.24% 63
2024
Q1 		$2.05M Sell
52,630
-2,062
-4% -$75.4K 0.24% 63
2023
Q4 		$2.02M Sell
54,692
-469
-0.9% -$14.7K 0.25% 62
2023
Q3 		$1.51M Sell
55,161
-1,733
-3% -$53.3K 0.2% 70
2023
Q2 		$1.73M Sell
56,894
-2,030
-3% -$63K 0.23% 70
2023
Q1 		$2.01M Sell
58,924
-2,084
-3% -$91K 0.31% 62
2022
Q4 		$2.63M Buy
61,008
+12
+0% +$526 0.4% 55
2022
Q3 		$2.66M Sell
60,996
-249
-0.4% -$12K 0.44% 50
2022
Q2 		$2.9M Sell
61,245
-3,134
-5% -$155K 0.44% 52
2022
Q1 		$3.65M Sell
64,379
-369
-0.6% -$22.8K 0.51% 50
2021
Q4 		$3.79M Buy
64,748
+8
+0% +$489 0.54% 48
2021
Q3 		$3.8M Buy
64,740
+353
+0.5% +$19.7K 0.6% 46
2021
Q2 		$3.57M Sell
64,387
-527
-0.8% -$31K 0.57% 46
2021
Q1 		$3.79M Buy
64,914
+50
+0.1% +$2.74K 0.65% 44
2020
Q4 		$3.11M Buy
64,864
+2,914
+5% +$132K 0.58% 46
2020
Q3 		$2.36M Sell
61,950
-4,323
-7% -$163K 0.52% 47
2020
Q2 		$2.49M Sell
66,273
-59
-0.1% -$2.13K 0.58% 46
2020
Q1 		$2.05M Buy
66,332
+898
+1% +$42.5K 0.55% 47
2019
Q4 		$3.69M Buy
65,434
+13,056
+25% +$707K 0.77% 40
2019
Q3 		$2.78M Buy
+52,378
New +$2.6M 0.61% 46
2019
Q1 		– Sell
-46,940
Closed -$2.03M – 166
2018
Q4 		$2.03M Buy
+46,940
New +$2.25M 0.6% 48

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
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
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
DC
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

Graves Light Lenhart Wealth's TFC Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its Truist Financial (TFC) stake by 0.78% in Q2 2026, selling an estimated $19.7K and leaving 51,009 shares worth $2.54M. The position accounts for 0.24% of the portfolio, ranked #56.

Graves Light Lenhart Wealth first reported a position in TFC in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.8M in Q3 2021. 261 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Graves Light Lenhart Wealth held 51,009 shares of Truist Financial worth $2.54M as of Q2 2026.
  • Graves Light Lenhart Wealth sold 401 Truist Financial shares in Q2 2026, an estimated $19.7K.
  • Truist Financial made up 0.24% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #56 holding.
  • Graves Light Lenhart Wealth first reported a position in Truist Financial in Q4 2018 and has held it in 29 quarters since.
  • Graves Light Lenhart Wealth's Truist Financial position peaked at $3.8M in Q3 2021.
  • 261 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.