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 Q3	$3.36M	Buy	72,628 +5,160	+8%	+$262K	1%	38
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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

HF Advisory Group's TFC Position: Q3 2026 in Review

HF Advisory Group increased its Truist Financial (TFC) stake by 7.6% in Q3 2026, buying an estimated $262K and bringing the position to 72,628 shares worth $3.36M. The position accounts for 1% of the portfolio, ranked #38.

HF Advisory Group first reported a position in TFC in Q1 2024 and has held it in 11 quarters since. 394 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

HF Advisory Group held 72,628 shares of Truist Financial worth $3.36M as of Q3 2026.
HF Advisory Group bought 5,160 Truist Financial shares in Q3 2026, an estimated $262K.
Truist Financial made up 1% of HF Advisory Group's portfolio in Q3 2026, its #38 holding.
HF Advisory Group first reported a position in Truist Financial in Q1 2024 and has held it in 11 quarters since.
394 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.