Lido 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
Q2 | $1.85M | Sell |
38,217
-720
| -2% | -$35.4K | 0.01% | 830 |
|
|
2026
Q1 | $1.79M | Sell |
38,937
-6,251
| -14% | -$309K | 0.01% | 743 |
|
|
2025
Q4 | $2.1M | Buy |
45,188
+864
| +2% | +$39.8K | 0.01% | 704 |
|
|
2025
Q3 | $2.03M | Buy |
44,324
+37,494
| +549% | +$1.69M | 0.01% | 683 |
|
|
2025
Q2 | $294K | Sell |
6,830
-95,659
| -93% | -$3.74M | ﹤0.01% | 1354 |
|
|
2025
Q1 | $4.22M | Buy |
102,489
+44,658
| +77% | +$1.99M | 0.02% | 382 |
|
|
2024
Q4 | $2.51M | Buy |
57,831
+14,256
| +33% | +$636K | 0.01% | 474 |
|
|
2024
Q3 | $1.86M | Buy |
43,575
+6,829
| +19% | +$288K | 0.01% | 488 |
|
|
2024
Q2 | $1.43M | Buy |
36,746
+10,890
| +42% | +$411K | 0.01% | 542 |
|
|
2024
Q1 | $1.01M | Buy |
25,856
+8,256
| +47% | +$302K | 0.01% | 648 |
|
|
2023
Q4 | $650K | Buy |
17,600
+918
| +6% | +$28.8K | ﹤0.01% | 766 |
|
|
2023
Q3 | $477K | Sell |
16,682
-1,476
| -8% | -$45.4K | ﹤0.01% | 760 |
|
|
2023
Q2 | $551K | Sell |
18,158
-2,548
| -12% | -$79.1K | ﹤0.01% | 701 |
|
|
2023
Q1 | $706K | Buy |
20,706
+2,634
| +15% | +$115K | 0.01% | 565 |
|
|
2022
Q4 | $778K | Buy |
18,072
+56
| +0.3% | +$2.46K | 0.01% | 467 |
|
|
2022
Q3 | $784K | Sell |
18,016
-20
| -0.1% | -$962 | 0.01% | 422 |
|
|
2022
Q2 | $855K | Buy |
18,036
+516
| +3% | +$25.4K | 0.01% | 389 |
|
|
2022
Q1 | $993K | Sell |
17,520
-143
| -0.8% | -$8.83K | 0.01% | 395 |
|
|
2021
Q4 | $1.03M | Buy |
17,663
+413
| +2% | +$25.2K | 0.01% | 416 |
|
|
2021
Q3 | $1.01M | Buy |
17,250
+3,671
| +27% | +$205K | 0.01% | 405 |
|
|
2021
Q2 | $754K | Sell |
13,579
-6,699
| -33% | -$394K | 0.01% | 444 |
|
|
2021
Q1 | $1.18M | Buy |
20,278
+1,333
| +7% | +$73.1K | 0.02% | 302 |
|
|
2020
Q4 | $908K | Buy |
18,945
+4,735
| +33% | +$214K | 0.02% | 330 |
|
|
2020
Q3 | $541K | Buy |
14,210
+4,421
| +45% | +$167K | 0.01% | 361 |
|
|
2020
Q2 | $368K | Sell |
9,789
-1,748
| -15% | -$63K | 0.01% | 404 |
|
|
2020
Q1 | $356K | Sell |
11,537
-10,988
| -49% | -$520K | 0.02% | 390 |
|
|
2019
Q4 | $1.27M | Buy |
22,525
+17,920
| +389% | +$970K | 0.05% | 226 |
|
|
2019
Q3 | $246K | Sell |
4,605
-63
| -1% | -$3.12K | 0.01% | 492 |
|
|
2019
Q2 | $229K | Sell |
4,668
-685
| -13% | -$33.6K | 0.01% | 483 |
|
|
2019
Q1 | $249K | Buy |
5,353
+75
| +1% | +$3.66K | 0.02% | 435 |
|
|
2018
Q4 | $228K | Sell |
5,278
-192
| -4% | -$9.22K | 0.02% | 371 |
|
|
2018
Q3 | $265K | Buy |
5,470
+773
| +16% | +$39.7K | 0.03% | 363 |
|
|
2018
Q2 | $236K | Buy |
4,697
+517
| +12% | +$27.5K | 0.03% | 362 |
|
|
2018
Q1 | $217K | Sell |
4,180
-1,154
| -22% | -$62.2K | 0.03% | 343 |
|
|
2017
Q4 | $265K | Buy |
5,334
+15
| +0.3% | +$724 | 0.04% | 249 |
|
|
2017
Q3 | $261K | Buy |
+5,319
| New | +$245K | 0.04% | 230 |
|
Other funds holding TFC
Lido Advisors's TFC Position: Q2 2026 in Review
Lido Advisors reduced its Truist Financial (TFC) stake by 1.8% in Q2 2026, selling an estimated $35.4K and leaving 38,217 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #830.
Lido Advisors first reported a position in TFC in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.22M in Q1 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Lido Advisors held 38,217 shares of Truist Financial worth $1.85M as of Q2 2026.
- Lido Advisors sold 720 Truist Financial shares in Q2 2026, an estimated $35.4K.
- Truist Financial made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #830 holding.
- Lido Advisors first reported a position in Truist Financial in Q3 2017 and has held it in 36 quarters since.
- Lido Advisors's Truist Financial position peaked at $4.22M in Q1 2025.
- 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.