Institute for 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 | $404K | Sell |
8,118
-149
| -2% | -$7.33K | 0.04% | 369 |
|
|
2026
Q1 | $380K | Buy |
8,267
+109
| +1% | +$5.39K | 0.04% | 373 |
|
|
2025
Q4 | $401K | Sell |
8,158
-409
| -5% | -$18.8K | 0.04% | 358 |
|
|
2025
Q3 | $392K | Buy |
8,567
+431
| +5% | +$19.4K | 0.04% | 386 |
|
|
2025
Q2 | $350K | Buy |
8,136
+2
| +0% | +$78 | 0.04% | 393 |
|
|
2025
Q1 | $335K | Hold |
8,134
| – | – | 0.04% | 387 |
|
|
2024
Q4 | $353K | Hold |
8,134
| – | – | 0.04% | 365 |
|
|
2024
Q3 | $348K | Sell |
8,134
-298
| -4% | -$12.6K | 0.04% | 378 |
|
|
2024
Q2 | $328K | Buy |
8,432
+73
| +0.9% | +$2.76K | 0.04% | 371 |
|
|
2024
Q1 | $326K | Sell |
8,359
-51
| -0.6% | -$1.87K | 0.04% | 373 |
|
|
2023
Q4 | $311K | Sell |
8,410
-286
| -3% | -$8.98K | 0.05% | 363 |
|
|
2023
Q3 | $249K | Sell |
8,696
-84
| -1% | -$2.58K | 0.04% | 389 |
|
|
2023
Q2 | $266K | Buy |
8,780
+531
| +6% | +$16.5K | 0.04% | 385 |
|
|
2023
Q1 | $281K | Sell |
8,249
-24
| -0.3% | -$1.05K | 0.05% | 372 |
|
|
2022
Q4 | $356K | Sell |
8,273
-430
| -5% | -$18.9K | 0.07% | 323 |
|
|
2022
Q3 | $379K | Hold |
8,703
| – | – | 0.09% | 287 |
|
|
2022
Q2 | $413K | Sell |
8,703
-18
| -0.2% | -$888 | 0.08% | 313 |
|
|
2022
Q1 | $494K | Buy |
8,721
+176
| +2% | +$10.9K | 0.08% | 292 |
|
|
2021
Q4 | $500K | Sell |
8,545
-18
| -0.2% | -$1.1K | 0.08% | 282 |
|
|
2021
Q3 | $502K | Sell |
8,563
-172
| -2% | -$9.61K | 0.09% | 278 |
|
|
2021
Q2 | $485K | Sell |
8,735
-20
| -0.2% | -$1.18K | 0.09% | 277 |
|
|
2021
Q1 | $511K | Sell |
8,755
-111
| -1% | -$6.08K | 0.1% | 257 |
|
|
2020
Q4 | $425K | Buy |
8,866
+683
| +8% | +$30.9K | 0.08% | 284 |
|
|
2020
Q3 | $311K | Sell |
8,183
-8
| -0.1% | -$301 | 0.07% | 311 |
|
|
2020
Q2 | $308K | Sell |
8,191
-149
| -2% | -$5.37K | 0.08% | 320 |
|
|
2020
Q1 | $257K | Buy |
8,340
+185
| +2% | +$8.75K | 0.08% | 311 |
|
|
2019
Q4 | $459K | Buy |
+8,155
| New | +$442K | 0.1% | 272 |
|
|
2019
Q3 | – | Sell |
-5,804
| Closed | -$285K | – | 469 |
|
|
2019
Q2 | $285K | Buy |
5,804
+142
| +3% | +$6.96K | 0.06% | 367 |
|
|
2019
Q1 | $263K | Sell |
5,662
-243
| -4% | -$11.9K | 0.06% | 360 |
|
|
2018
Q4 | $255K | Buy |
+5,905
| New | +$283K | 0.1% | 216 |
|
|
2018
Q1 | – | Sell |
-5,246
| Closed | -$261K | – | 384 |
|
|
2017
Q4 | $261K | Buy |
+5,246
| New | +$253K | 0.06% | 322 |
|
|
2017
Q3 | – | Sell |
-5,694
| Closed | -$260K | – | 380 |
|
|
2017
Q2 | $260K | Buy |
+5,694
| New | +$247K | 0.07% | 333 |
|
Other funds holding TFC
Institute for Wealth Management's TFC Position: Q2 2026 in Review
Institute for Wealth Management reduced its Truist Financial (TFC) stake by 1.8% in Q2 2026, selling an estimated $7.33K and leaving 8,118 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #369.
Institute for Wealth Management first reported a position in TFC in Q2 2017 and has held it in 32 quarters since. The position peaked at $511K in Q1 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Institute for Wealth Management held 8,118 shares of Truist Financial worth $404K as of Q2 2026.
- Institute for Wealth Management sold 149 Truist Financial shares in Q2 2026, an estimated $7.33K.
- Truist Financial made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #369 holding.
- Institute for Wealth Management first reported a position in Truist Financial in Q2 2017 and has held it in 32 quarters since.
- Institute for Wealth Management's Truist Financial position peaked at $511K in Q1 2021.
- 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.