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Investment Research & Advisory Group’s Truist Financial TFC Stock Holding History

Investment Research & Advisory Group’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 		$88.6K Buy
1,670
+15
+0.9% +$738 0.03% 107
2026
Q1 		$81.1K Buy
1,655
+14
+0.9% +$692 0.03% 103
2025
Q4 		$82.4K Buy
1,641
+14
+0.9% +$645 0.03% 100
2025
Q3 		$75.9K Sell
1,627
-16
-1% -$721 0.03% 105
2025
Q2 		$70.6K Buy
1,643
+216
+15% +$8.45K 0.03% 99
2025
Q1 		$58.7K Buy
1,427
+116
+9% +$5.17K 0.02% 105
2024
Q4 		$56.9K Buy
1,311
+13
+1% +$580 0.02% 101
2024
Q3 		$55.5K Buy
1,298
+15
+1% +$633 0.02% 97
2024
Q2 		$49.9K Sell
1,283
-10,603
-89% -$401K 0.02% 96
2024
Q1 		$463K Sell
11,886
-2,734
-19% -$100K 0.21% 56
2023
Q4 		$540K Sell
14,620
-453
-3% -$14.2K 0.28% 51
2023
Q3 		$431K Sell
15,073
-148
-1% -$4.55K 0.24% 54
2023
Q2 		$462K Sell
15,221
-147
-1% -$4.57K 0.27% 51
2023
Q1 		$524K Buy
15,368
+10,633
+225% +$464K 0.34% 47
2022
Q4 		$204K Sell
4,735
-5,785
-55% -$254K 0.13% 60
2022
Q3 		$458K Buy
10,520
+11
+0.1% +$529 0.34% 47
2022
Q2 		$498K Buy
10,509
+5,798
+123% +$286K 0.36% 45
2022
Q1 		$267K Hold
4,711
– – 0.17% 58
2021
Q4 		$276K Buy
4,711
+1,094
+30% +$66.8K 0.17% 58
2021
Q3 		$214K Sell
3,617
-140
-4% -$7.82K 0.14% 59
2021
Q2 		$209K Sell
3,757
-438
-10% -$25.7K 0.14% 62
2021
Q1 		$245K Hold
4,195
– – 0.18% 53
2020
Q4 		$201K Sell
4,195
-9,406
-69% -$426K 0.15% 57
2020
Q3 		$518K Hold
13,601
– – 0.43% 39
2020
Q2 		$509K Buy
13,601
+9,406
+224% +$339K 0.46% 40
2020
Q1 		$129K Hold
4,195
– – 0.12% 55
2019
Q4 		$236K Buy
+4,195
New +$227K 0.22% 44

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Investment Research & Advisory Group's TFC Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Truist Financial (TFC) stake by 0.91% in Q2 2026, buying an estimated $738 and bringing the position to 1,670 shares worth $88.6K. The position accounts for 0.03% of the portfolio, ranked #107.

Investment Research & Advisory Group first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $540K in Q4 2023. 611 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Investment Research & Advisory Group held 1,670 shares of Truist Financial worth $88.6K as of Q2 2026.
  • Investment Research & Advisory Group bought 15 Truist Financial shares in Q2 2026, an estimated $738.
  • Truist Financial made up 0.03% of Investment Research & Advisory Group's portfolio in Q2 2026, its #107 holding.
  • Investment Research & Advisory Group first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • Investment Research & Advisory Group's Truist Financial position peaked at $540K in Q4 2023.
  • 611 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.