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JFS Wealth Advisors’s Truist Financial TFC Stock Holding History

JFS 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 		$22.7K Buy
464
+47
+11% +$2.31K ﹤0.01% 740
2026
Q1 		$19.2K Buy
417
+18
+5% +$889 ﹤0.01% 745
2025
Q4 		$19.6K Buy
399
+154
+63% +$7.09K ﹤0.01% 753
2025
Q3 		$11.2K Sell
245
-9
-4% -$406 ﹤0.01% 865
2025
Q2 		$10.9K Sell
254
-127
-33% -$4.97K ﹤0.01% 841
2025
Q1 		$15.7K Buy
381
+57
+18% +$2.54K ﹤0.01% 734
2024
Q4 		$14.1K Sell
324
-736
-69% -$32.8K ﹤0.01% 748
2024
Q3 		$45.3K Buy
1,060
+105
+11% +$4.43K ﹤0.01% 489
2024
Q2 		$37.1K Hold
955
– – ﹤0.01% 468
2024
Q1 		$37.2K Hold
955
– – ﹤0.01% 492
2023
Q4 		$35.3K Sell
955
-67
-7% -$2.1K ﹤0.01% 472
2023
Q3 		$29.2K Buy
1,022
+54
+6% +$1.66K ﹤0.01% 461
2023
Q2 		$29.4K Buy
968
+833
+617% +$25.9K ﹤0.01% 456
2023
Q1 		$4.6K Sell
135
-78
-37% -$3.4K ﹤0.01% 1020
2022
Q4 		$9.16K Sell
213
-2,452
-92% -$108K ﹤0.01% 744
2022
Q3 		$116K Sell
2,665
-137
-5% -$6.59K 0.01% 268
2022
Q2 		$133K Sell
2,802
-163
-5% -$8.04K 0.01% 256
2022
Q1 		$168K Buy
2,965
+198
+7% +$12.2K 0.02% 242
2021
Q4 		$162K Buy
2,767
+93
+3% +$5.68K 0.02% 249
2021
Q3 		$157K Buy
2,674
+2,342
+705% +$131K 0.02% 247
2021
Q2 		$18K Sell
332
-45
-12% -$2.64K ﹤0.01% 381
2021
Q1 		$22K Hold
377
– – ﹤0.01% 328
2020
Q4 		$18K Hold
377
– – ﹤0.01% 347
2020
Q3 		$14K Hold
377
– – ﹤0.01% 363
2020
Q2 		$14K Buy
+377
New +$13.6K ﹤0.01% 350
2013
Q3 		– Sell
-9,678
Closed -$328K – 128
2013
Q2 		$328K Buy
+9,678
New +$309K 0.16% 83

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

JFS Wealth Advisors increased its Truist Financial (TFC) stake by 11% in Q2 2026, buying an estimated $2.31K and bringing the position to 464 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

JFS Wealth Advisors first reported a position in TFC in Q2 2013 and has held it in 26 quarters since. The position peaked at $328K in Q2 2013. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • JFS Wealth Advisors held 464 shares of Truist Financial worth $22.7K as of Q2 2026.
  • JFS Wealth Advisors bought 47 Truist Financial shares in Q2 2026, an estimated $2.31K.
  • Truist Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #740 holding.
  • JFS Wealth Advisors first reported a position in Truist Financial in Q2 2013 and has held it in 26 quarters since.
  • JFS Wealth Advisors's Truist Financial position peaked at $328K in Q2 2013.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.