High Net Worth Advisory Group’s Truist Financial TFC Stock Holding History

High Net Worth 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	$247K	Hold	4,960	–	–	0.05%	224
2026 Q1	$228K	Hold	4,960	–	–	0.05%	220
2025 Q4	$244K	Hold	4,960	–	–	0.06%	213
2025 Q3	$227K	Hold	4,960	–	–	0.05%	213
2025 Q2	$213K	Sell	4,960 -517	-9%	-$20.2K	0.06%	219
2025 Q1	$225K	Hold	5,477	–	–	0.06%	198
2024 Q4	$238K	Hold	5,477	–	–	0.07%	196
2024 Q3	$234K	Hold	5,477	–	–	0.06%	200
2024 Q2	$213K	Hold	5,477	–	–	0.06%	199
2024 Q1	$213K	Sell	5,477 -590	-10%	-$21.6K	0.07%	201
2023 Q4	$224K	Buy	+6,067	New	+$190K	0.08%	178
2023 Q2	–	Sell	-6,516	Closed	-$222K	–	204
2023 Q1	$222K	Hold	6,516	–	–	0.09%	173
2022 Q4	$280K	Sell	6,516 -906	-12%	-$39.7K	0.11%	150
2022 Q3	$323K	Sell	7,422 -567	-7%	-$27.3K	0.14%	135
2022 Q2	$379K	Hold	7,989	–	–	0.16%	123
2022 Q1	$453K	Hold	7,989	–	–	0.16%	113
2021 Q4	$468K	Buy	+7,989	New	+$488K	0.16%	116

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

High Net Worth Advisory Group's TFC Position: Q2 2026 in Review

High Net Worth Advisory Group held its Truist Financial (TFC) position steady in Q2 2026 at 4,960 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #224.

High Net Worth Advisory Group first reported a position in TFC in Q4 2021 and has held it in 17 quarters since. The position peaked at $468K in Q4 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

High Net Worth Advisory Group held 4,960 shares of Truist Financial worth $247K as of Q2 2026.
High Net Worth Advisory Group left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.05% of High Net Worth Advisory Group's portfolio in Q2 2026, its #224 holding.
High Net Worth Advisory Group first reported a position in Truist Financial in Q4 2021 and has held it in 17 quarters since.
High Net Worth Advisory Group's Truist Financial position peaked at $468K in Q4 2021.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.