Inspirion Wealth Advisors’s Truist Financial TFC Stock Holding History

Inspirion 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 Q3	$787K	Hold	16,990	–	–	0.09%	84
2026 Q2	$865K	Hold	16,990	–	–	0.1%	82
2026 Q1	$781K	Hold	16,990	–	–	0.1%	84
2025 Q4	$836K	Buy	16,990 +1,290	+8%	+$59.4K	0.1%	78
2025 Q3	$671K	Sell	15,700 -1,220	-7%	-$55K	0.09%	83
2025 Q2	$727K	Buy	16,920 +1,220	+8%	+$47.7K	0.1%	74
2025 Q1	$646K	Hold	15,700	–	–	0.09%	81
2024 Q4	$690K	Hold	15,700	–	–	0.1%	80
2024 Q3	$671K	Buy	15,700 +200	+1%	+$8.45K	0.09%	83
2024 Q2	$602K	Hold	15,500	–	–	0.09%	82
2024 Q1	$604K	Hold	15,500	–	–	0.1%	81
2023 Q4	$581K	Hold	15,500	–	–	0.1%	80
2023 Q3	$443K	Buy	+15,500	New	+$477K	0.09%	89

Other funds holding TFC

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

Inspirion Wealth Advisors's TFC Position: Q3 2026 in Review

Inspirion Wealth Advisors held its Truist Financial (TFC) position steady in Q3 2026 at 16,990 shares worth $787K. The position accounts for 0.09% of the portfolio, ranked #84.

Inspirion Wealth Advisors first reported a position in TFC in Q3 2023 and has held it in 13 quarters since. The position peaked at $865K in Q2 2026. 68 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Inspirion Wealth Advisors held 16,990 shares of Truist Financial worth $787K as of Q3 2026.
Inspirion Wealth Advisors left its Truist Financial share count unchanged in Q3 2026.
Truist Financial made up 0.09% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #84 holding.
Inspirion Wealth Advisors first reported a position in Truist Financial in Q3 2023 and has held it in 13 quarters since.
Inspirion Wealth Advisors's Truist Financial position peaked at $865K in Q2 2026.
68 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.