Level Four Advisory Services’s Truist Financial TFC Stock Holding History

Level Four Advisory Services’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 Q1	$1.87M	Sell	40,770 -763	-2%	-$37.7K	0.06%	297
2025 Q4	$2.04M	Buy	41,533 +1,643	+4%	+$75.7K	0.07%	282
2025 Q3	$1.82M	Buy	39,890 +1,014	+3%	+$45.7K	0.06%	293
2025 Q2	$1.67M	Sell	38,876 -1,164	-3%	-$45.5K	0.06%	280
2025 Q1	$1.65M	Sell	40,040 -1,074	-3%	-$47.8K	0.07%	269
2024 Q4	$1.78M	Buy	41,114 +386	+0.9%	+$17.2K	0.07%	252
2024 Q3	$1.75M	Sell	40,728 -56,156	-58%	-$2.37M	0.07%	254
2024 Q2	$3.76M	Buy	96,884 +39,002	+67%	+$1.47M	0.17%	171
2024 Q1	$2.14M	Buy	57,882 +1,213	+2%	+$44.4K	0.12%	191
2023 Q4	$2.09M	Sell	56,669 -35,584	-39%	-$1.12M	0.12%	192
2023 Q3	$2.64M	Sell	92,253 -21,530	-19%	-$662K	0.17%	148
2023 Q2	$3.45M	Buy	113,783 +18,337	+19%	+$569K	0.21%	118
2023 Q1	$3.25M	Sell	95,446 -18,186	-16%	-$794K	0.21%	117
2022 Q4	$4.89M	Buy	113,632 +26,297	+30%	+$1.15M	0.36%	63
2022 Q3	$3.8M	Buy	87,335 +321	+0.4%	+$15.4K	0.37%	69
2022 Q2	$4.13M	Buy	87,014 +4,592	+6%	+$226K	0.39%	68
2022 Q1	$4.67M	Sell	82,422 -4,322	-5%	-$267K	0.37%	66
2021 Q4	$5.08M	Buy	86,744 +9,201	+12%	+$562K	0.39%	65
2021 Q3	$4.55M	Buy	77,543 +7,206	+10%	+$403K	0.47%	51
2021 Q2	$3.9M	Buy	70,337 +5,211	+8%	+$306K	0.27%	90
2021 Q1	$3.8M	Buy	65,126 +37	+0.1%	+$2.03K	0.29%	84
2020 Q4	$3.12M	Sell	65,089 -8,688	-12%	-$393K	0.25%	109
2020 Q3	$2.81M	Sell	73,777 -4,947	-6%	-$186K	0.22%	113
2020 Q2	$2.96M	Buy	78,724 +7,653	+11%	+$276K	0.23%	112
2020 Q1	$2.19M	Sell	71,071 -6,483	-8%	-$307K	0.26%	94
2019 Q4	$15.1M	Buy	77,554 +14,820	+24%	+$802K	0.6%	41
2019 Q3	$3.35M	Buy	62,734 +5,919	+10%	+$293K	0.35%	65
2019 Q2	$2.79M	Buy	56,815 +1,333	+2%	+$65.3K	0.28%	76
2019 Q1	$2.58M	Buy	55,482 +382	+0.7%	+$18.6K	0.28%	77
2018 Q4	$2.39M	Sell	55,100 -1,937	-3%	-$93K	0.3%	81
2018 Q3	$2.77M	Sell	57,037 -7,467	-12%	-$383K	0.3%	82
2018 Q2	$3.25M	Buy	64,504 +7,695	+14%	+$409K	0.24%	96
2018 Q1	$2.96M	Buy	56,809 +937	+2%	+$50.5K	0.23%	93
2017 Q4	$2.78M	Buy	55,872 +2,964	+6%	+$143K	0.22%	97
2017 Q3	$2.48M	Buy	52,908 +15,668	+42%	+$720K	0.22%	95
2017 Q2	$1.64M	Sell	37,240 -17,247	-32%	-$749K	0.25%	98
2017 Q1	$2.41M	Sell	54,487 -8,693	-14%	-$406K	0.25%	94
2016 Q4	$2.97M	Buy	+63,180	New	+$2.69M	0.38%	51

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Level Four Advisory Services's TFC Position: Q1 2026 in Review

Level Four Advisory Services reduced its Truist Financial (TFC) stake by 1.8% in Q1 2026, selling an estimated $37.7K and leaving 40,770 shares worth $1.87M. The position accounts for 0.06% of the portfolio, ranked #297.

Level Four Advisory Services first reported a position in TFC in Q4 2016 and has held it in 38 quarters since. The position peaked at $15.1M in Q4 2019. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Level Four Advisory Services held 40,770 shares of Truist Financial worth $1.87M as of Q1 2026.
Level Four Advisory Services sold 763 Truist Financial shares in Q1 2026, an estimated $37.7K.
Truist Financial made up 0.06% of Level Four Advisory Services's portfolio in Q1 2026, its #297 holding.
Level Four Advisory Services first reported a position in Truist Financial in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's Truist Financial position peaked at $15.1M in Q4 2019.
1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.