Legacy Financial Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $928K | Sell |
20,195
-10
| -0% | -$494 | 0.13% | 141 |
|
|
2025
Q4 | $994K | Sell |
20,205
-751
| -4% | -$34.6K | 0.14% | 130 |
|
|
2025
Q3 | $958K | Sell |
20,956
-1,566
| -7% | -$70.6K | 0.13% | 129 |
|
|
2025
Q2 | $968K | Sell |
22,522
-14,247
| -39% | -$557K | 0.15% | 108 |
|
|
2025
Q1 | $1.51M | Sell |
36,769
-2,970
| -7% | -$132K | 0.25% | 67 |
|
|
2024
Q4 | $1.72M | Sell |
39,739
-46,136
| -54% | -$2.06M | 0.29% | 56 |
|
|
2024
Q3 | $3.67M | Buy |
85,875
+858
| +1% | +$36.2K | 0.62% | 27 |
|
|
2024
Q2 | $3.3M | Sell |
85,017
-4,082
| -5% | -$154K | 0.59% | 27 |
|
|
2024
Q1 | $3.47M | Buy |
89,099
+1,186
| +1% | +$43.4K | 0.62% | 26 |
|
|
2023
Q4 | $3.25M | Buy |
87,913
+70,039
| +392% | +$2.2M | 0.62% | 27 |
|
|
2023
Q3 | $511K | Sell |
17,874
-119
| -0.7% | -$3.66K | 0.1% | 133 |
|
|
2023
Q2 | $546K | Sell |
17,993
-1,058
| -6% | -$32.9K | 0.1% | 126 |
|
|
2023
Q1 | $650K | Sell |
19,051
-387
| -2% | -$16.9K | 0.13% | 95 |
|
|
2022
Q4 | $836K | Sell |
19,438
-1,106
| -5% | -$48.5K | 0.18% | 69 |
|
|
2022
Q3 | $894K | Buy |
20,544
+319
| +2% | +$15.3K | 0.21% | 57 |
|
|
2022
Q2 | $959K | Buy |
20,225
+224
| +1% | +$11K | 0.24% | 46 |
|
|
2022
Q1 | $1.13M | Buy |
20,001
+446
| +2% | +$27.5K | 0.26% | 40 |
|
|
2021
Q4 | $1.15M | Buy |
19,555
+24
| +0.1% | +$1.47K | 0.26% | 39 |
|
|
2021
Q3 | $1.15M | Buy |
19,531
+399
| +2% | +$22.3K | 0.28% | 33 |
|
|
2021
Q2 | $1.06M | Sell |
19,132
-588
| -3% | -$34.5K | 0.27% | 33 |
|
|
2021
Q1 | $1.15M | Sell |
19,720
-13,629
| -41% | -$747K | 0.32% | 27 |
|
|
2020
Q4 | $1.59M | Sell |
33,349
-8,435
| -20% | -$382K | 0.45% | 20 |
|
|
2020
Q3 | $1.59M | Sell |
41,784
-477
| -1% | -$18K | 0.49% | 20 |
|
|
2020
Q2 | $1.59M | Sell |
42,261
-510
| -1% | -$18.4K | 0.57% | 19 |
|
|
2020
Q1 | $1.6M | Buy |
42,771
+1,775
| +4% | +$83.9K | 0.59% | 19 |
|
|
2019
Q4 | $2.31M | Sell |
40,996
-1,922
| -4% | -$104K | 0.73% | 15 |
|
|
2019
Q3 | $2.29M | Sell |
42,918
-10
| -0% | -$496 | 0.76% | 13 |
|
|
2019
Q2 | $2.11M | Sell |
42,928
-1,633
| -4% | -$80K | 0.75% | 14 |
|
|
2019
Q1 | $2.07M | Sell |
44,561
-15,159
| -25% | -$740K | 0.7% | 14 |
|
|
2018
Q4 | $2.59M | Buy |
59,720
+1
| +0% | +$48 | 1% | 10 |
|
|
2018
Q3 | $2.9M | Hold |
59,719
| – | – | 1.05% | 10 |
|
|
2018
Q2 | $3.04M | Hold |
59,719
| – | – | 1.15% | 10 |
|
|
2018
Q1 | $3.14M | Hold |
59,719
| – | – | 1.25% | 10 |
|
|
2017
Q4 | $2.97M | Buy |
+59,719
| New | +$2.88M | 1.22% | 9 |
|
Other funds holding TFC
VCM
VPM
Legacy Financial Advisors's TFC Position: Q1 2026 in Review
Legacy Financial Advisors reduced its Truist Financial (TFC) stake by 0.05% in Q1 2026, selling an estimated $494 and leaving 20,195 shares worth $928K. The position accounts for 0.13% of the portfolio, ranked #141.
Legacy Financial Advisors first reported a position in TFC in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.67M in Q3 2024. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Legacy Financial Advisors held 20,195 shares of Truist Financial worth $928K as of Q1 2026.
- Legacy Financial Advisors sold 10 Truist Financial shares in Q1 2026, an estimated $494.
- Truist Financial made up 0.13% of Legacy Financial Advisors's portfolio in Q1 2026, its #141 holding.
- Legacy Financial Advisors first reported a position in Truist Financial in Q4 2017 and has held it in 34 quarters since.
- Legacy Financial Advisors's Truist Financial position peaked at $3.67M in Q3 2024.
- 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.