IMA Advisory Services’s Truist Financial TFC Stock Holding History

IMA Advisory Services’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	$172K	Buy	3,447 +1,486	+76%	+$73.1K	0.01%	342
2026 Q1	$90.1K	Sell	1,961 -18	-0.9%	-$889	0.01%	220
2025 Q4	$97.4K	Buy	1,979 +18	+0.9%	+$829	0.01%	211
2025 Q3	$89.7K	Hold	1,961	–	–	0.01%	198
2025 Q2	$84.3K	Hold	1,961	–	–	0.01%	198
2025 Q1	$80.7K	Buy	+1,961	New	+$87.4K	0.01%	209
2024 Q4	–	Sell	-1,961	Closed	-$83.9K	–	271
2024 Q3	$83.9K	Buy	+1,961	New	+$82.8K	0.02%	158
2023 Q4	–	Sell	-1,961	Closed	-$56.1K	–	247
2023 Q3	$56.1K	Hold	1,961	–	–	0.01%	177
2023 Q2	$59.5K	Hold	1,961	–	–	0.02%	171
2023 Q1	$66.9K	Hold	1,961	–	–	0.02%	170
2022 Q4	$84.4K	Hold	1,961	–	–	0.02%	168
2022 Q3	$85K	Hold	1,961	–	–	0.02%	165
2022 Q2	$93K	Hold	1,961	–	–	0.02%	172
2022 Q1	$111K	Hold	1,961	–	–	0.03%	143
2021 Q4	$115K	Hold	1,961	–	–	0.03%	149
2021 Q3	$115K	Hold	1,961	–	–	0.03%	142
2021 Q2	$109K	Hold	1,961	–	–	0.03%	142
2021 Q1	$114K	Hold	1,961	–	–	0.03%	136
2020 Q4	$94K	Hold	1,961	–	–	0.03%	135
2020 Q3	$75K	Hold	1,961	–	–	0.03%	142
2020 Q2	$74K	Hold	1,961	–	–	0.03%	143
2020 Q1	$60K	Hold	1,961	–	–	0.03%	142
2019 Q4	$110K	Hold	1,961	–	–	0.04%	125
2019 Q3	$105K	Hold	1,961	–	–	0.04%	129
2019 Q2	$96K	Hold	1,961	–	–	0.04%	129
2019 Q1	$91K	Sell	1,961 -347	-15%	-$16.9K	0.04%	134
2018 Q4	$100K	Hold	2,308	–	–	0.05%	131
2018 Q3	$112K	Hold	2,308	–	–	0.04%	130
2018 Q2	$116K	Buy	+2,308	New	+$123K	0.05%	131

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

IMA Advisory Services's TFC Position: Q2 2026 in Review

IMA Advisory Services increased its Truist Financial (TFC) stake by 76% in Q2 2026, buying an estimated $73.1K and bringing the position to 3,447 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #342.

IMA Advisory Services first reported a position in TFC in Q2 2018 and has held it in 29 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

IMA Advisory Services held 3,447 shares of Truist Financial worth $172K as of Q2 2026.
IMA Advisory Services bought 1,486 Truist Financial shares in Q2 2026, an estimated $73.1K.
Truist Financial made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #342 holding.
IMA Advisory Services first reported a position in Truist Financial in Q2 2018 and has held it in 29 quarters since.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.