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IVC Wealth Advisors’s Truist Financial TFC Stock Holding History

IVC 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
Q2 		$2.38M Sell
47,770
-57
-0.1% -$2.8K 0.93% 23
2026
Q1 		$2.2M Sell
47,827
-197
-0.4% -$9.73K 0.95% 21
2025
Q4 		$2.36M Sell
48,024
-1,644
-3% -$75.7K 1.03% 18
2025
Q3 		$2.27M Buy
49,668
+74
+0.1% +$3.34K 1.01% 18
2025
Q2 		$2.13M Sell
49,594
-1,504
-3% -$58.8K 1.04% 18
2025
Q1 		$2.1M Sell
51,098
-175
-0.3% -$7.8K 1.13% 17
2024
Q4 		$2.22M Sell
51,273
-566
-1% -$25.3K 1.24% 16
2024
Q3 		$2.22M Sell
51,839
-310
-0.6% -$13.1K 1.21% 17
2024
Q2 		$2.03M Buy
52,149
+1,688
+3% +$63.8K 1.13% 18
2024
Q1 		$1.97M Sell
50,461
-1,593
-3% -$58.3K 1.14% 17
2023
Q4 		$1.92M Buy
52,054
+978
+2% +$30.7K 1.19% 17
2023
Q3 		$1.46M Buy
51,076
+1,660
+3% +$51K 0.98% 21
2023
Q2 		$1.5M Buy
49,416
+724
+1% +$22.5K 0.95% 22
2023
Q1 		$1.66M Buy
48,692
+481
+1% +$21K 1.18% 18
2022
Q4 		$2.07M Sell
48,211
-327
-0.7% -$14.3K 1.53% 8
2022
Q3 		$2.11M Buy
48,538
+2,509
+5% +$121K 1.7% 6
2022
Q2 		$2.18M Sell
46,029
-275
-0.6% -$13.6K 1.69% 9
2022
Q1 		$2.63M Sell
46,304
-2,207
-5% -$136K 1.72% 7
2021
Q4 		$2.84M Sell
48,511
-1,250
-3% -$76.4K 1.83% 7
2021
Q3 		$2.92M Hold
49,761
– – 2.01% 7
2021
Q2 		$2.76M Sell
49,761
-119
-0.2% -$6.99K 1.94% 7
2021
Q1 		$2.91M Sell
49,880
-440
-0.9% -$24.1K 2.29% 6
2020
Q4 		$2.41M Buy
+50,320
New +$2.28M 2.3% 5

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IVC Wealth Advisors's TFC Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Truist Financial (TFC) stake by 0.12% in Q2 2026, selling an estimated $2.8K and leaving 47,770 shares worth $2.38M. The position accounts for 0.93% of the portfolio, ranked #23.

IVC Wealth Advisors first reported a position in TFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.92M in Q3 2021. 261 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • IVC Wealth Advisors held 47,770 shares of Truist Financial worth $2.38M as of Q2 2026.
  • IVC Wealth Advisors sold 57 Truist Financial shares in Q2 2026, an estimated $2.8K.
  • Truist Financial made up 0.93% of IVC Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • IVC Wealth Advisors first reported a position in Truist Financial in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's Truist Financial position peaked at $2.92M in Q3 2021.
  • 261 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.