Great Valley Advisor Group’s Truist Financial TFC Stock Holding History

Great Valley Advisor Group’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 Q1	$254K	Buy	5,524 +398	+8%	+$19.7K	﹤0.01%	868
2025 Q4	$252K	Sell	5,126 -45	-0.9%	-$2.07K	﹤0.01%	819
2025 Q3	$236K	Sell	5,171 -33	-0.6%	-$1.49K	﹤0.01%	847
2025 Q2	$224K	Sell	5,204 -428	-8%	-$16.7K	0.01%	837
2025 Q1	$232K	Sell	5,632 -77	-1%	-$3.43K	0.01%	798
2024 Q4	$248K	Sell	5,709 -520	-8%	-$23.2K	0.01%	748
2024 Q3	$267K	Sell	6,229 -63	-1%	-$2.66K	0.01%	720
2024 Q2	$245K	Buy	+6,292	New	+$238K	0.01%	695
2023 Q2	–	Sell	-8,226	Closed	-$280K	–	745
2023 Q1	$280K	Buy	8,226 +1,356	+20%	+$59.2K	0.01%	560
2022 Q4	$296K	Buy	6,870 +666	+11%	+$29.2K	0.02%	549
2022 Q3	$270K	Buy	6,204 +40	+0.6%	+$1.93K	0.02%	556
2022 Q2	$293K	Buy	+6,164	New	+$304K	0.02%	551

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Great Valley Advisor Group's TFC Position: Q1 2026 in Review

Great Valley Advisor Group increased its Truist Financial (TFC) stake by 7.8% in Q1 2026, buying an estimated $19.7K and bringing the position to 5,524 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Great Valley Advisor Group first reported a position in TFC in Q2 2022 and has held it in 12 quarters since. The position peaked at $296K in Q4 2022. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Great Valley Advisor Group held 5,524 shares of Truist Financial worth $254K as of Q1 2026.
Great Valley Advisor Group bought 398 Truist Financial shares in Q1 2026, an estimated $19.7K.
Truist Financial made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #868 holding.
Great Valley Advisor Group first reported a position in Truist Financial in Q2 2022 and has held it in 12 quarters since.
Great Valley Advisor Group's Truist Financial position peaked at $296K in Q4 2022.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.