HWA
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HHM Wealth Advisors’s Truist Financial TFC Stock Holding History

HHM Wealth Advisors’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 		$402K Sell
8,078
-32
-0.4% -$1.57K 0.04% 147
2026
Q1 		$373K Sell
8,110
-33
-0.4% -$1.63K 0.04% 139
2025
Q4 		$401K Sell
8,143
-993
-11% -$45.7K 0.05% 132
2025
Q3 		$418K Buy
9,136
+194
+2% +$8.75K 0.05% 129
2025
Q2 		$384K Sell
8,942
-5
-0.1% -$196 0.05% 133
2025
Q1 		$368K Buy
8,947
+19
+0.2% +$846 0.05% 129
2024
Q4 		$387K Buy
8,928
+95
+1% +$4.24K 0.05% 128
2024
Q3 		$378K Buy
8,833
+69
+0.8% +$2.91K 0.05% 111
2024
Q2 		$340K Buy
8,764
+1,022
+13% +$38.6K 0.05% 120
2024
Q1 		$302K Buy
7,742
+1,090
+16% +$39.9K 0.05% 116
2023
Q4 		$246K Sell
6,652
-83
-1% -$2.61K 0.04% 121
2023
Q3 		$193K Buy
6,735
+1,208
+22% +$37.1K 0.04% 133
2023
Q2 		$168K Hold
5,527
– – 0.03% 151
2023
Q1 		$188K Hold
5,527
– – 0.04% 133
2022
Q4 		$238K Sell
5,527
-413
-7% -$18.1K 0.05% 108
2022
Q3 		$259K Sell
5,940
-129
-2% -$6.21K 0.07% 92
2022
Q2 		$288K Buy
6,069
+384
+7% +$18.9K 0.07% 101
2022
Q1 		$322K Hold
5,685
– – 0.08% 107
2021
Q4 		$333K Sell
5,685
-424
-7% -$25.9K 0.08% 99
2021
Q3 		$358K Hold
6,109
– – 0.1% 82
2021
Q2 		$339K Hold
6,109
– – 0.09% 90
2021
Q1 		$356K Buy
6,109
+164
+3% +$8.99K 0.11% 73
2020
Q4 		$285K Hold
5,945
– – 0.1% 80
2020
Q3 		$226K Hold
5,945
– – 0.09% 80
2020
Q2 		$223K Hold
5,945
– – 0.09% 78
2020
Q1 		$183K Sell
5,945
-784
-12% -$37.1K 0.09% 80
2019
Q4 		$379K Buy
+6,729
New +$364K 0.18% 52

Other funds holding TFC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HHM Wealth Advisors's TFC Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Truist Financial (TFC) stake by 0.39% in Q2 2026, selling an estimated $1.57K and leaving 8,078 shares worth $402K. The position accounts for 0.04% of the portfolio, ranked #147.

HHM Wealth Advisors first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $418K in Q3 2025. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • HHM Wealth Advisors held 8,078 shares of Truist Financial worth $402K as of Q2 2026.
  • HHM Wealth Advisors sold 32 Truist Financial shares in Q2 2026, an estimated $1.57K.
  • Truist Financial made up 0.04% of HHM Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • HHM Wealth Advisors first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • HHM Wealth Advisors's Truist Financial position peaked at $418K in Q3 2025.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.