Laurel Wealth Advisors (North Carolina)’s Truist Financial TFC Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$2.46M	Hold	49,400	–	–	0.24%	74
2026 Q1	$2.43M	Hold	49,400	–	–	0.24%	77
2025 Q4	$2.43M	Sell	49,400 -2,542	-5%	-$117K	0.32%	72
2025 Q3	$2.37M	Sell	51,942 -2,396	-4%	-$108K	0.33%	72
2025 Q2	$2.34M	Sell	54,338 -1,000	-2%	-$39.1K	0.35%	71
2025 Q1	$2.28M	Sell	55,338 -500	-0.9%	-$22.3K	0.36%	71
2024 Q4	$2.42M	Buy	55,838 +965	+2%	+$43.1K	0.38%	66
2024 Q3	$2.35M	Buy	54,873 +3,490	+7%	+$147K	0.37%	68
2024 Q2	$2M	Sell	51,383 -1,034	-2%	-$39.1K	0.35%	72
2024 Q1	$2.04M	Buy	52,417 +9	+0%	+$329	0.35%	72
2023 Q4	$1.93M	Sell	52,408 -1,648	-3%	-$51.7K	0.37%	71
2023 Q3	$1.55M	Sell	54,056 -1,750	-3%	-$53.8K	0.33%	75
2023 Q2	$1.69M	Sell	55,806 -151	-0.3%	-$4.69K	0.34%	73
2023 Q1	$1.91M	Hold	55,957	–	–	0.4%	69
2022 Q4	$2.41M	Sell	55,957 -400	-0.7%	-$17.5K	0.54%	56
2022 Q3	$2.45M	Buy	56,357 +14	+0%	+$674	0.61%	48
2022 Q2	$2.67M	Sell	56,343 -1,180	-2%	-$58.2K	0.65%	49
2022 Q1	$3.26M	Hold	57,523	–	–	0.69%	43
2021 Q4	$3.37M	Sell	57,523 -100	-0.2%	-$6.11K	0.69%	44
2021 Q3	$3.38M	Sell	57,623 -67	-0.1%	-$3.74K	0.75%	43
2021 Q2	$3.2M	Buy	57,690 +130	+0.2%	+$7.64K	0.69%	46
2021 Q1	$3.36M	Sell	57,560 -2,700	-4%	-$148K	0.81%	35
2020 Q4	$2.89M	Sell	60,260 -100	-0.2%	-$4.53K	0.75%	43
2020 Q3	$2.3M	Sell	60,360 -340	-0.6%	-$12.8K	0.69%	46
2020 Q2	$2.28M	Sell	60,700 -150	-0.2%	-$5.4K	0.75%	44
2020 Q1	$1.88M	Sell	60,850 -257	-0.4%	-$12.2K	0.71%	49
2019 Q4	$3.44M	Buy	61,107 +33,244	+119%	+$1.8M	1.08%	23
2019 Q3	$1.49M	Hold	27,863	–	–	0.51%	58
2019 Q2	$1.37M	Hold	27,863	–	–	0.48%	60
2019 Q1	$1.3M	Buy	27,863 +597	+2%	+$29.1K	0.48%	61
2018 Q4	$1.18M	Buy	+27,266	New	+$1.31M	0.47%	59

Other funds holding TFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

Laurel Wealth Advisors (North Carolina)'s TFC Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) held its Truist Financial (TFC) position steady in Q2 2026 at 49,400 shares worth $2.46M. The position accounts for 0.24% of the portfolio, ranked #74.

Laurel Wealth Advisors (North Carolina) first reported a position in TFC in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.44M in Q4 2019. 399 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 49,400 shares of Truist Financial worth $2.46M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.24% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #74 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in Truist Financial in Q4 2018 and has held it in 31 quarters since.
Laurel Wealth Advisors (North Carolina)'s Truist Financial position peaked at $3.44M in Q4 2019.
399 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.