HF Advisory Group’s Truist Financial TFC Stock Holding History

HF Advisory 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	$3.36M	Buy	67,468 +5,242	+8%	+$258K	1.04%	34
2026 Q1	$2.86M	Sell	62,226 -54	-0.1%	-$2.67K	0.97%	36
2025 Q4	$3.06M	Buy	62,280 +4,905	+9%	+$226K	1.07%	27
2025 Q3	$2.62M	Buy	57,375 +2,681	+5%	+$121K	0.96%	35
2025 Q2	$2.35M	Buy	54,694 +14,598	+36%	+$571K	0.93%	36
2025 Q1	$1.65M	Buy	40,096 +4,979	+14%	+$222K	0.72%	49
2024 Q4	$1.52M	Buy	35,117 +11,789	+51%	+$526K	0.7%	50
2024 Q3	$998K	Buy	23,328 +3,839	+20%	+$162K	0.46%	84
2024 Q2	$757K	Buy	19,489 +8,934	+85%	+$337K	0.39%	95
2024 Q1	$411K	Buy	+10,555	New	+$386K	0.23%	121

Other funds holding TFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

HF Advisory Group's TFC Position: Q2 2026 in Review

HF Advisory Group increased its Truist Financial (TFC) stake by 8.4% in Q2 2026, buying an estimated $258K and bringing the position to 67,468 shares worth $3.36M. The position accounts for 1.04% of the portfolio, ranked #34.

HF Advisory Group first reported a position in TFC in Q1 2024 and has held it in 10 quarters since. 261 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

HF Advisory Group held 67,468 shares of Truist Financial worth $3.36M as of Q2 2026.
HF Advisory Group bought 5,242 Truist Financial shares in Q2 2026, an estimated $258K.
Truist Financial made up 1.04% of HF Advisory Group's portfolio in Q2 2026, its #34 holding.
HF Advisory Group first reported a position in Truist Financial in Q1 2024 and has held it in 10 quarters since.
261 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.