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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
Q2 		$316K Buy
6,351
+827
+15% +$40.7K 0.01% 839
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
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 $3.38T AUM 44.17% 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

Great Valley Advisor Group's TFC Position: Q2 2026 in Review

Great Valley Advisor Group increased its Truist Financial (TFC) stake by 15% in Q2 2026, buying an estimated $40.7K and bringing the position to 6,351 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #839.

Great Valley Advisor Group first reported a position in TFC in Q2 2022 and has held it in 13 quarters since. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Great Valley Advisor Group held 6,351 shares of Truist Financial worth $316K as of Q2 2026.
  • Great Valley Advisor Group bought 827 Truist Financial shares in Q2 2026, an estimated $40.7K.
  • Truist Financial made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #839 holding.
  • Great Valley Advisor Group first reported a position in Truist Financial in Q2 2022 and has held it in 13 quarters since.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.