IBEX Wealth Advisors’s Truist Financial TFC Stock Holding History

IBEX 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	$9.9M	Buy	198,688 +5,035	+3%	+$248K	0.78%	43
2026 Q1	$8.9M	Buy	193,653 +11,215	+6%	+$554K	0.83%	39
2025 Q4	$8.98M	Buy	182,438 +290	+0.2%	+$13.4K	0.88%	32
2025 Q3	$8.33M	Buy	182,148 +1,620	+0.9%	+$73K	0.8%	30
2025 Q2	$7.76M	Buy	180,528 +3,766	+2%	+$147K	0.83%	35
2025 Q1	$7.27M	Buy	176,762 +981	+0.6%	+$43.7K	0.96%	35
2024 Q4	$7.63M	Buy	175,781 +157,125	+842%	+$7.01M	0.9%	30
2024 Q3	$1.61M	Sell	18,656 -96,234	-84%	-$4.06M	0.44%	51
2024 Q2	$4.46M	Buy	+114,890	New	+$4.34M	0.7%	45
2024 Q1	–	Sell	-92,000	Closed	-$3.39M	–	148
2023 Q4	$3.39M	Buy	+92,000	New	+$2.89M	0.74%	51
2023 Q1	$2.63M	Buy	+76,980	New	+$3.36M	0.68%	53
2021 Q4	–	Sell	-98,284	Closed	-$5.76M	–	402
2021 Q3	$5.76M	Buy	98,284 +3,770	+4%	+$211K	1.11%	24
2021 Q2	$5.25M	Buy	+94,514	New	+$5.55M	1.05%	30

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

IBEX Wealth Advisors increased its Truist Financial (TFC) stake by 2.6% in Q2 2026, buying an estimated $248K and bringing the position to 198,688 shares worth $9.9M. The position accounts for 0.78% of the portfolio, ranked #43.

IBEX Wealth Advisors first reported a position in TFC in Q2 2021 and has held it in 13 quarters since. 1,703 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

IBEX Wealth Advisors held 198,688 shares of Truist Financial worth $9.9M as of Q2 2026.
IBEX Wealth Advisors bought 5,035 Truist Financial shares in Q2 2026, an estimated $248K.
Truist Financial made up 0.78% of IBEX Wealth Advisors's portfolio in Q2 2026, its #43 holding.
IBEX Wealth Advisors first reported a position in Truist Financial in Q2 2021 and has held it in 13 quarters since.
1,703 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.