JWCA
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J.W. Cole Advisors’s Truist Financial TFC Stock Holding History

J.W. Cole 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 		$2.35M Sell
47,255
-1,226
-3% -$60.3K 0.04% 443
2026
Q1 		$2.23M Sell
48,481
-3,745
-7% -$185K 0.08% 229
2025
Q4 		$2.48M Sell
52,226
-19,047
-27% -$877K 0.06% 317
2025
Q3 		$3.26M Buy
71,273
+264
+0.4% +$11.9K 0.06% 297
2025
Q2 		$3.05M Buy
71,009
+4,215
+6% +$165K 0.06% 284
2025
Q1 		$2.75M Buy
66,794
+42,589
+176% +$1.9M 0.09% 239
2024
Q4 		$1.05M Sell
24,205
-3,374
-12% -$151K 0.04% 400
2024
Q3 		$1.18M Sell
27,579
-5,866
-18% -$248K 0.05% 354
2024
Q2 		$1.3M Sell
33,445
-3,048
-8% -$115K 0.06% 301
2024
Q1 		$1.42M Buy
36,493
+185
+0.5% +$6.77K 0.07% 266
2023
Q4 		$1.34M Buy
36,308
+201
+0.6% +$6.31K 0.08% 255
2023
Q3 		$1.03M Buy
36,107
+2,209
+7% +$67.9K 0.08% 254
2023
Q2 		$1.03M Sell
33,898
-1,837
-5% -$57.1K 0.07% 263
2023
Q1 		$1.22M Buy
35,735
+2,136
+6% +$93.2K 0.09% 258
2022
Q4 		$1.45M Sell
33,599
-4,067
-11% -$178K 0.11% 207
2022
Q3 		$1.64M Buy
37,666
+775
+2% +$37.3K 0.14% 180
2022
Q2 		$1.75M Buy
36,891
+564
+2% +$27.8K 0.14% 175
2022
Q1 		$2.06M Buy
36,327
+232
+0.6% +$14.3K 0.14% 173
2021
Q4 		$2.11M Sell
36,095
-450
-1% -$27.5K 0.14% 178
2021
Q3 		$2.14M Sell
36,545
-2
-0% -$112 0.15% 96
2021
Q2 		$2.03M Buy
36,547
+7,420
+25% +$436K 0.16% 151
2021
Q1 		$1.7M Buy
29,127
+652
+2% +$35.7K 0.16% 153
2020
Q4 		$1.36M Buy
28,475
+2,849
+11% +$129K 0.14% 178
2020
Q3 		$975K Sell
25,626
-2,886
-10% -$109K 0.07% 256
2020
Q2 		$1.07M Buy
28,512
+11,652
+69% +$420K 0.16% 157
2020
Q1 		$520K Sell
16,860
-17,256
-51% -$816K 1% 29
2019
Q4 		$1.92M Buy
+34,116
New +$1.85M 0.24% 113

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
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
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

J.W. Cole Advisors's TFC Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Truist Financial (TFC) stake by 2.5% in Q2 2026, selling an estimated $60.3K and leaving 47,255 shares worth $2.35M. The position accounts for 0.04% of the portfolio, ranked #443.

J.W. Cole Advisors first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.26M in Q3 2025. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • J.W. Cole Advisors held 47,255 shares of Truist Financial worth $2.35M as of Q2 2026.
  • J.W. Cole Advisors sold 1,226 Truist Financial shares in Q2 2026, an estimated $60.3K.
  • Truist Financial made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #443 holding.
  • J.W. Cole Advisors first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • J.W. Cole Advisors's Truist Financial position peaked at $3.26M in Q3 2025.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.