JNBA Financial Advisors’s Truist Financial TFC Stock Holding History

JNBA Financial 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	$18.6K	Sell	374 -376	-50%	-$18.5K	﹤0.01%	449
2026 Q1	$34.5K	Buy	+750	New	+$37.1K	﹤0.01%	351
2023 Q4	–	Sell	-42	Closed	-$1.2K	–	746
2023 Q3	$1.2K	Buy	+42	New	+$1.29K	﹤0.01%	654
2023 Q2	–	Sell	-40	Closed	-$1.36K	–	750
2023 Q1	$1.36K	Buy	+40	New	+$1.75K	﹤0.01%	640
2022 Q2	–	Sell	-63	Closed	-$4K	–	759
2022 Q1	$4K	Sell	63 -225	-78%	-$13.9K	﹤0.01%	580
2021 Q4	$17K	Buy	288 +225	+357%	+$13.7K	﹤0.01%	453
2021 Q3	$4K	Hold	63	–	–	﹤0.01%	619
2021 Q2	$3K	Hold	63	–	–	﹤0.01%	604
2021 Q1	$4K	Hold	63	–	–	﹤0.01%	553
2020 Q4	$3K	Buy	+63	New	+$2.85K	﹤0.01%	536
2018 Q4	–	Sell	-54,033	Closed	-$2.62M	–	714
2018 Q3	$2.62M	Buy	+54,033	New	+$2.77M	1.18%	36
2016 Q4	–	Sell	-8,692	Closed	-$328K	–	1250
2016 Q3	$328K	Buy	+8,692	New	+$324K	0.05%	151

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JNBA Financial Advisors's TFC Position: Q2 2026 in Review

JNBA Financial Advisors reduced its Truist Financial (TFC) stake by 50% in Q2 2026, selling an estimated $18.5K and leaving 374 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

JNBA Financial Advisors first reported a position in TFC in Q3 2016 and has held it in 12 quarters since. The position peaked at $2.62M in Q3 2018. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

JNBA Financial Advisors held 374 shares of Truist Financial worth $18.6K as of Q2 2026.
JNBA Financial Advisors sold 376 Truist Financial shares in Q2 2026, an estimated $18.5K.
Truist Financial made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #449 holding.
JNBA Financial Advisors first reported a position in Truist Financial in Q3 2016 and has held it in 12 quarters since.
JNBA Financial Advisors's Truist Financial position peaked at $2.62M in Q3 2018.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.