IHT Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $744K | Buy |
14,936
+325
| +2% | +$16K | 0.02% | 695 |
|
|
2026
Q1 | $672K | Buy |
14,611
+1,324
| +10% | +$65.4K | 0.02% | 719 |
|
|
2025
Q4 | $654K | Buy |
13,287
+399
| +3% | +$18.4K | 0.02% | 673 |
|
|
2025
Q3 | $589K | Sell |
12,888
-528
| -4% | -$23.8K | 0.01% | 684 |
|
|
2025
Q2 | $577K | Sell |
13,416
-2,405
| -15% | -$94.1K | 0.02% | 651 |
|
|
2025
Q1 | $651K | Buy |
15,821
+29
| +0.2% | +$1.29K | 0.02% | 589 |
|
|
2024
Q4 | $685K | Buy |
15,792
+344
| +2% | +$15.4K | 0.02% | 576 |
|
|
2024
Q3 | $656K | Buy |
15,448
+6,080
| +65% | +$257K | 0.02% | 634 |
|
|
2024
Q2 | $364K | Sell |
9,368
-353
| -4% | -$13.3K | 0.01% | 734 |
|
|
2024
Q1 | $379K | Buy |
9,721
+141
| +1% | +$5.16K | 0.02% | 718 |
|
|
2023
Q4 | $354K | Sell |
9,580
-2,358
| -20% | -$74K | 0.02% | 703 |
|
|
2023
Q3 | $342K | Sell |
11,938
-1,510
| -11% | -$46.4K | 0.02% | 678 |
|
|
2023
Q2 | $408K | Sell |
13,448
-6,615
| -33% | -$205K | 0.02% | 612 |
|
|
2023
Q1 | $684K | Buy |
20,063
+1,833
| +10% | +$80K | 0.04% | 413 |
|
|
2022
Q4 | $784K | Sell |
18,230
-922
| -5% | -$40.4K | 0.05% | 358 |
|
|
2022
Q3 | $834K | Buy |
19,152
+5,287
| +38% | +$254K | 0.06% | 317 |
|
|
2022
Q2 | $658K | Sell |
13,865
-207
| -1% | -$10.2K | 0.06% | 317 |
|
|
2022
Q1 | $798K | Buy |
14,072
+994
| +8% | +$61.4K | 0.06% | 302 |
|
|
2021
Q4 | $766K | Buy |
13,078
+377
| +3% | +$23K | 0.06% | 317 |
|
|
2021
Q3 | $745K | Sell |
12,701
-4,229
| -25% | -$236K | 0.06% | 311 |
|
|
2021
Q2 | $940K | Sell |
16,930
-1,566
| -8% | -$92K | 0.06% | 334 |
|
|
2021
Q1 | $1.08M | Buy |
18,496
+1,599
| +9% | +$87.6K | 0.08% | 256 |
|
|
2020
Q4 | $810K | Buy |
16,897
+1,164
| +7% | +$52.7K | 0.07% | 278 |
|
|
2020
Q3 | $599K | Buy |
15,733
+9,540
| +154% | +$359K | 0.06% | 306 |
|
|
2020
Q2 | $233K | Sell |
6,193
-10,277
| -62% | -$370K | 0.03% | 477 |
|
|
2020
Q1 | $508K | Sell |
16,470
-2,706
| -14% | -$128K | 0.07% | 283 |
|
|
2019
Q4 | $1.08M | Buy |
19,176
+3,652
| +24% | +$198K | 0.13% | 182 |
|
|
2019
Q3 | $829K | Buy |
15,524
+2,428
| +19% | +$120K | 0.11% | 218 |
|
|
2019
Q2 | $643K | Buy |
13,096
+82
| +0.6% | +$4.02K | 0.09% | 238 |
|
|
2019
Q1 | $606K | Buy |
13,014
+5,513
| +73% | +$269K | 0.1% | 235 |
|
|
2018
Q4 | $325K | Buy |
7,501
+234
| +3% | +$11.2K | 0.06% | 313 |
|
|
2018
Q3 | $353K | Buy |
7,267
+533
| +8% | +$27.4K | 0.08% | 289 |
|
|
2018
Q2 | $340K | Buy |
6,734
+2,494
| +59% | +$132K | 0.09% | 278 |
|
|
2018
Q1 | $216K | Buy |
4,240
+282
| +7% | +$15.2K | 0.06% | 332 |
|
|
2017
Q4 | $204K | Buy |
3,958
+196
| +5% | +$9.46K | 0.05% | 343 |
|
|
2017
Q3 | $179K | Buy |
3,762
+84
| +2% | +$3.86K | 0.08% | 264 |
|
|
2017
Q2 | $13 | Buy |
3,678
+2,294
| +166% | +$99.6K | 0.01% | 898 |
|
|
2017
Q1 | $61K | Buy |
1,384
+1,325
| +2,246% | +$61.9K | 0.04% | 378 |
|
|
2016
Q4 | $3K | Buy |
+59
| New | +$2.51K | ﹤0.01% | 997 |
|
Other funds holding TFC
IHT Wealth Management's TFC Position: Q2 2026 in Review
IHT Wealth Management increased its Truist Financial (TFC) stake by 2.2% in Q2 2026, buying an estimated $16K and bringing the position to 14,936 shares worth $744K. The position accounts for 0.02% of the portfolio, ranked #695.
IHT Wealth Management first reported a position in TFC in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.08M in Q4 2019. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- IHT Wealth Management held 14,936 shares of Truist Financial worth $744K as of Q2 2026.
- IHT Wealth Management bought 325 Truist Financial shares in Q2 2026, an estimated $16K.
- Truist Financial made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #695 holding.
- IHT Wealth Management first reported a position in Truist Financial in Q4 2016 and has held it in 39 quarters since.
- IHT Wealth Management's Truist Financial position peaked at $1.08M in Q4 2019.
- 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.