LWM
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LongView Wealth Management’s Truist Financial TFC Stock Holding History

LongView Wealth Management’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 		$259K Sell
5,191
-138
-3% -$6.79K 0.07% 198
2026
Q1 		$264K Sell
5,329
-212
-4% -$10.5K 0.07% 210
2025
Q4 		$278K Buy
5,541
+702
+15% +$32.3K 0.07% 213
2025
Q3 		$221K Sell
4,839
-115
-2% -$5.18K 0.06% 214
2025
Q2 		$213K Sell
4,954
-21
-0.4% -$822 0.06% 205
2025
Q1 		$205K Hold
4,975
– – 0.06% 198
2024
Q4 		$216K Hold
4,975
– – 0.07% 193
2024
Q3 		$213K Sell
4,975
-347
-7% -$14.7K 0.07% 189
2024
Q2 		$207K Sell
5,322
-149
-3% -$5.63K 0.08% 176
2024
Q1 		$213K Sell
5,471
-1,421
-21% -$52K 0.08% 167
2023
Q4 		$260K Buy
+6,892
New +$216K 0.12% 148

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

LongView Wealth Management's TFC Position: Q2 2026 in Review

LongView Wealth Management reduced its Truist Financial (TFC) stake by 2.6% in Q2 2026, selling an estimated $6.79K and leaving 5,191 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #198.

LongView Wealth Management first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $278K in Q4 2025. 261 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • LongView Wealth Management held 5,191 shares of Truist Financial worth $259K as of Q2 2026.
  • LongView Wealth Management sold 138 Truist Financial shares in Q2 2026, an estimated $6.79K.
  • Truist Financial made up 0.07% of LongView Wealth Management's portfolio in Q2 2026, its #198 holding.
  • LongView Wealth Management first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • LongView Wealth Management's Truist Financial position peaked at $278K in Q4 2025.
  • 261 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.