Independent Advisor Alliance’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 | $17.4M | Buy |
349,770
+624
| +0.2% | +$30.7K | 0.41% | 36 |
|
|
2026
Q1 | $16.1M | Buy |
349,146
+22,337
| +7% | +$1.1M | 0.17% | 116 |
|
|
2025
Q4 | $16.1M | Sell |
326,809
-2,284
| -0.7% | -$105K | 0.39% | 35 |
|
|
2025
Q3 | $15M | Buy |
329,093
+29,191
| +10% | +$1.32M | 0.39% | 39 |
|
|
2025
Q2 | $12.9M | Sell |
299,902
-8,991
| -3% | -$352K | 0.37% | 42 |
|
|
2025
Q1 | $12.7M | Buy |
308,893
+4,151
| +1% | +$185K | 0.42% | 39 |
|
|
2024
Q4 | $13.2M | Buy |
304,742
+22,135
| +8% | +$988K | 0.18% | 130 |
|
|
2024
Q3 | $12.1M | Buy |
282,607
+27,408
| +11% | +$1.16M | 0.44% | 39 |
|
|
2024
Q2 | $9.91M | Buy |
255,199
+7,973
| +3% | +$301K | 0.34% | 50 |
|
|
2024
Q1 | $9.64M | Buy |
247,226
+2,972
| +1% | +$109K | 0.35% | 56 |
|
|
2023
Q4 | $9.02M | Buy |
244,254
+62,658
| +35% | +$1.97M | 0.32% | 58 |
|
|
2023
Q3 | $5.2M | Buy |
181,596
+10,159
| +6% | +$312K | 0.24% | 79 |
|
|
2023
Q2 | $5.2M | Buy |
171,437
+9,225
| +6% | +$286K | 0.23% | 84 |
|
|
2023
Q1 | $5.53M | Buy |
162,212
+35,042
| +28% | +$1.53M | 0.27% | 76 |
|
|
2022
Q4 | $262K | Buy |
127,170
+914
| +0.7% | +$40.1K | 0.09% | 122 |
|
|
2022
Q3 | $5.5M | Sell |
126,256
-152,643
| -55% | -$7.34M | 0.32% | 73 |
|
|
2022
Q2 | $13.2M | Sell |
278,899
-1,852
| -0.7% | -$91.3K | 0.74% | 29 |
|
|
2022
Q1 | $15.9M | Sell |
280,751
-14,440
| -5% | -$892K | 0.77% | 29 |
|
|
2021
Q4 | $17.3M | Buy |
295,191
+9,586
| +3% | +$586K | 0.85% | 21 |
|
|
2021
Q3 | $16.8M | Buy |
285,605
+126,572
| +80% | +$7.07M | 0.93% | 20 |
|
|
2021
Q2 | $8.83M | Buy |
159,033
+2,122
| +1% | +$125K | 0.48% | 52 |
|
|
2021
Q1 | $9.15M | Buy |
156,911
+19,979
| +15% | +$1.1M | 0.54% | 45 |
|
|
2020
Q4 | $6.56M | Buy |
136,932
+92,624
| +209% | +$4.19M | 0.45% | 60 |
|
|
2020
Q3 | $1.69M | Buy |
44,308
+4,834
| +12% | +$182K | 0.13% | 132 |
|
|
2020
Q2 | $1.48M | Sell |
39,474
-4,451
| -10% | -$160K | 0.16% | 115 |
|
|
2020
Q1 | $1.35M | Sell |
43,925
-16,898
| -28% | -$799K | 0.2% | 94 |
|
|
2019
Q4 | $3.42M | Sell |
60,823
-1,227
| -2% | -$66.4K | 0.15% | 149 |
|
|
2019
Q3 | $3.33M | Buy |
62,050
+481
| +0.8% | +$23.8K | 0.41% | 53 |
|
|
2019
Q2 | $2.45M | Buy |
61,569
+4,005
| +7% | +$196K | 0.36% | 68 |
|
|
2019
Q1 | $2.68M | Buy |
57,564
+9,896
| +21% | +$483K | 0.38% | 61 |
|
|
2018
Q4 | $2.09M | Buy |
47,668
+3,380
| +8% | +$162K | 0.37% | 62 |
|
|
2018
Q3 | $1.96M | Buy |
44,288
+362
| +0.8% | +$18.6K | 0.35% | 70 |
|
|
2018
Q2 | $2.03M | Buy |
43,926
+6,595
| +18% | +$350K | 0.42% | 59 |
|
|
2018
Q1 | $1.9M | Sell |
37,331
-836
| -2% | -$45K | 0.42% | 56 |
|
|
2017
Q4 | $1.97M | Buy |
38,167
+723
| +2% | +$34.9K | 0.44% | 59 |
|
|
2017
Q3 | $1.78M | Buy |
37,444
+3,510
| +10% | +$161K | 0.49% | 53 |
|
|
2017
Q2 | $1.54M | Sell |
33,934
-6,559
| -16% | -$285K | 0.49% | 63 |
|
|
2017
Q1 | $1.78M | Buy |
40,493
+5,589
| +16% | +$261K | 0.28% | 102 |
|
|
2016
Q4 | $1.58M | Buy |
+34,904
| New | +$1.48M | 0.68% | 50 |
|
Other funds holding TFC
Independent Advisor Alliance's TFC Position: Q2 2026 in Review
Independent Advisor Alliance increased its Truist Financial (TFC) stake by 0.18% in Q2 2026, buying an estimated $30.7K and bringing the position to 349,770 shares worth $17.4M. The position accounts for 0.41% of the portfolio, ranked #36.
Independent Advisor Alliance first reported a position in TFC in Q4 2016 and has held it in 39 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Independent Advisor Alliance held 349,770 shares of Truist Financial worth $17.4M as of Q2 2026.
- Independent Advisor Alliance bought 624 Truist Financial shares in Q2 2026, an estimated $30.7K.
- Truist Financial made up 0.41% of Independent Advisor Alliance's portfolio in Q2 2026, its #36 holding.
- Independent Advisor Alliance first reported a position in Truist Financial in Q4 2016 and has held it in 39 quarters since.
- 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.