Legacy Advisors’s Truist Financial TFC Stock Holding History

Legacy 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	$712K	Sell	14,299 -2,827	-17%	-$139K	0.07%	148
2026 Q1	$787K	Sell	17,126 -2,863	-14%	-$141K	0.09%	121
2025 Q4	$984K	Sell	19,989 -334	-2%	-$15.4K	0.11%	109
2025 Q3	$929K	Buy	+20,323	New	+$916K	0.11%	101
2025 Q2	–	Sell	-5,035	Closed	-$207K	–	362
2025 Q1	$207K	Buy	+5,035	New	+$224K	0.02%	405
2024 Q2	–	Sell	-83,277	Closed	-$3.25M	–	343
2024 Q1	$3.25M	Buy	83,277 +167	+0.2%	+$6.11K	0.41%	47
2023 Q4	$3.07M	Buy	83,110 +67,558	+434%	+$2.12M	0.4%	53
2023 Q3	$445K	Buy	+15,552	New	+$478K	0.07%	193
2018 Q4	–	Sell	-900	Closed	-$44K	–	360
2018 Q3	$44K	Buy	+900	New	+$46.2K	0.02%	243
2017 Q4	–	Sell	-132	Closed	-$6K	–	423
2017 Q3	$6K	Buy	+132	New	+$6.07K	0.01%	272

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

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) Albany, New York $54.2B AUM 43.77% 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

Legacy Advisors's TFC Position: Q2 2026 in Review

Legacy Advisors reduced its Truist Financial (TFC) stake by 17% in Q2 2026, selling an estimated $139K and leaving 14,299 shares worth $712K. The position accounts for 0.07% of the portfolio, ranked #148.

Legacy Advisors first reported a position in TFC in Q3 2017 and has held it in 10 quarters since. The position peaked at $3.25M in Q1 2024. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Legacy Advisors held 14,299 shares of Truist Financial worth $712K as of Q2 2026.
Legacy Advisors sold 2,827 Truist Financial shares in Q2 2026, an estimated $139K.
Truist Financial made up 0.07% of Legacy Advisors's portfolio in Q2 2026, its #148 holding.
Legacy Advisors first reported a position in Truist Financial in Q3 2017 and has held it in 10 quarters since.
Legacy Advisors's Truist Financial position peaked at $3.25M in Q1 2024.
489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.