IVC Wealth Advisors
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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
Q3 		$2.22M Buy
47,908
+138
+0.3% +$7.01K 0.89% 22
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% -$9.7K 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 		$2.62M 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

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

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

IVC Wealth Advisors increased its Truist Financial (TFC) stake by 0.29% in Q3 2026, buying an estimated $7.01K and bringing the position to 47,908 shares worth $2.22M. The position accounts for 0.89% of the portfolio, ranked #22.

IVC Wealth Advisors first reported a position in TFC in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.92M in Q3 2021. 548 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • IVC Wealth Advisors held 47,908 shares of Truist Financial worth $2.22M as of Q3 2026.
  • IVC Wealth Advisors bought 138 Truist Financial shares in Q3 2026, an estimated $7.01K.
  • Truist Financial made up 0.89% of IVC Wealth Advisors's portfolio in Q3 2026, its #22 holding.
  • IVC Wealth Advisors first reported a position in Truist Financial in Q4 2020 and has held it in 24 quarters since.
  • IVC Wealth Advisors's Truist Financial position peaked at $2.92M in Q3 2021.
  • 548 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.