HBK Sorce Advisory’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $417K | Sell |
7,884
-1,469
| -16% | -$72.3K | 0.01% | 426 |
|
|
2026
Q1 | $459K | Sell |
9,353
-2,821
| -23% | -$139K | 0.01% | 391 |
|
|
2025
Q4 | $679K | Buy |
12,174
+100
| +0.8% | +$4.61K | 0.02% | 303 |
|
|
2025
Q3 | $522K | Buy |
12,074
+2,237
| +23% | +$101K | 0.01% | 351 |
|
|
2025
Q2 | $423K | Sell |
9,837
-2,778
| -22% | -$109K | 0.01% | 375 |
|
|
2025
Q1 | $519K | Buy |
12,615
+2,781
| +28% | +$124K | 0.02% | 329 |
|
|
2024
Q4 | $427K | Buy |
9,834
+1,970
| +25% | +$87.9K | 0.01% | 372 |
|
|
2024
Q3 | $336K | Buy |
7,864
+470
| +6% | +$19.8K | 0.01% | 423 |
|
|
2024
Q2 | $287K | Sell |
7,394
-371
| -5% | -$14K | 0.01% | 454 |
|
|
2024
Q1 | $303K | Buy |
7,765
+1,392
| +22% | +$50.9K | 0.01% | 449 |
|
|
2023
Q4 | $235K | Sell |
6,373
-2,686
| -30% | -$84.3K | 0.01% | 478 |
|
|
2023
Q3 | $259K | Sell |
9,059
-1,860
| -17% | -$57.2K | 0.01% | 450 |
|
|
2023
Q2 | $331K | Sell |
10,919
-1,068
| -9% | -$33.2K | 0.01% | 418 |
|
|
2023
Q1 | $409K | Sell |
11,987
-6,867
| -36% | -$300K | 0.02% | 372 |
|
|
2022
Q4 | $811K | Buy |
18,854
+8,182
| +77% | +$359K | 0.02% | 327 |
|
|
2022
Q3 | $465K | Buy |
10,672
+2,856
| +37% | +$137K | 0.03% | 276 |
|
|
2022
Q2 | $371K | Sell |
7,816
-2,246
| -22% | -$111K | 0.03% | 295 |
|
|
2022
Q1 | $571K | Sell |
10,062
-2,261
| -18% | -$140K | 0.03% | 285 |
|
|
2021
Q4 | $722K | Buy |
12,323
+206
| +2% | +$12.6K | 0.04% | 269 |
|
|
2021
Q3 | $711K | Buy |
12,117
+4,806
| +66% | +$269K | 0.04% | 254 |
|
|
2021
Q2 | $406K | Buy |
7,311
+12
| +0.2% | +$705 | 0.02% | 363 |
|
|
2021
Q1 | $426K | Buy |
7,299
+537
| +8% | +$29.4K | 0.03% | 332 |
|
|
2020
Q4 | $324K | Sell |
6,762
-30
| -0.4% | -$1.36K | 0.02% | 357 |
|
|
2020
Q3 | $258K | Sell |
6,792
-808
| -11% | -$30.4K | 0.02% | 374 |
|
|
2020
Q2 | $285K | Sell |
7,600
-1,062
| -12% | -$38.2K | 0.02% | 337 |
|
|
2020
Q1 | $267K | Sell |
8,662
-4,662
| -35% | -$220K | 0.03% | 314 |
|
|
2019
Q4 | $750K | Buy |
13,324
+4,006
| +43% | +$217K | 0.07% | 206 |
|
|
2019
Q3 | $497K | Buy |
9,318
+788
| +9% | +$39.1K | 0.05% | 250 |
|
|
2019
Q2 | $419K | Sell |
8,530
-432
| -5% | -$21.2K | 0.04% | 268 |
|
|
2019
Q1 | $417K | Buy |
8,962
+191
| +2% | +$9.32K | 0.04% | 275 |
|
|
2018
Q4 | $380K | Buy |
8,771
+1,621
| +23% | +$77.8K | 0.04% | 258 |
|
|
2018
Q3 | $347K | Sell |
7,150
-358
| -5% | -$18.4K | 0.04% | 276 |
|
|
2018
Q2 | $379K | Sell |
7,508
-222
| -3% | -$11.8K | 0.04% | 272 |
|
|
2018
Q1 | $402K | Buy |
7,730
+2,217
| +40% | +$119K | 0.05% | 247 |
|
|
2017
Q4 | $274K | Buy |
5,513
+369
| +7% | +$17.8K | 0.03% | 326 |
|
|
2017
Q3 | $241K | Buy |
5,144
+403
| +9% | +$18.5K | 0.04% | 278 |
|
|
2017
Q2 | $215K | Sell |
4,741
-124
| -3% | -$5.38K | 0.03% | 282 |
|
|
2017
Q1 | $217K | Sell |
4,865
-81
| -2% | -$3.79K | 0.04% | 281 |
|
|
2016
Q4 | $233K | Buy |
+4,946
| New | +$210K | 0.04% | 271 |
|
Other funds holding TFC
HBK Sorce Advisory's TFC Position: Q2 2026 in Review
HBK Sorce Advisory reduced its Truist Financial (TFC) stake by 16% in Q2 2026, selling an estimated $72.3K and leaving 7,884 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #426.
HBK Sorce Advisory first reported a position in TFC in Q4 2016 and has held it in 39 quarters since. The position peaked at $811K in Q4 2022. 1,045 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- HBK Sorce Advisory held 7,884 shares of Truist Financial worth $417K as of Q2 2026.
- HBK Sorce Advisory sold 1,469 Truist Financial shares in Q2 2026, an estimated $72.3K.
- Truist Financial made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #426 holding.
- HBK Sorce Advisory first reported a position in Truist Financial in Q4 2016 and has held it in 39 quarters since.
- HBK Sorce Advisory's Truist Financial position peaked at $811K in Q4 2022.
- 1,045 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.