LVW Advisors’s Truist Financial TFC Stock Holding History

LVW 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	$829K	Buy	16,631 +2,466	+17%	+$121K	0.07%	150
2026 Q1	$651K	Buy	14,165 +4,636	+49%	+$229K	0.06%	171
2025 Q4	$469K	Buy	9,529 +118	+1%	+$5.43K	0.05%	199
2025 Q3	$430K	Sell	9,411 -15	-0.2%	-$676	0.04%	218
2025 Q2	$405K	Sell	9,426 -3,021	-24%	-$118K	0.04%	214
2025 Q1	$512K	Sell	12,447 -2,394	-16%	-$107K	0.06%	166
2024 Q4	$644K	Sell	14,841 -6,279	-30%	-$280K	0.08%	154
2024 Q3	$903K	Buy	21,120 +947	+5%	+$40K	0.12%	123
2024 Q2	$784K	Sell	20,173 -1,489	-7%	-$56.2K	0.11%	117
2024 Q1	$844K	Buy	21,662 +4,394	+25%	+$161K	0.14%	111
2023 Q4	$638K	Buy	+17,268	New	+$542K	0.12%	126

Other funds holding TFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

LVW Advisors's TFC Position: Q2 2026 in Review

LVW Advisors increased its Truist Financial (TFC) stake by 17% in Q2 2026, buying an estimated $121K and bringing the position to 16,631 shares worth $829K. The position accounts for 0.07% of the portfolio, ranked #150.

LVW Advisors first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $903K in Q3 2024. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

LVW Advisors held 16,631 shares of Truist Financial worth $829K as of Q2 2026.
LVW Advisors bought 2,466 Truist Financial shares in Q2 2026, an estimated $121K.
Truist Financial made up 0.07% of LVW Advisors's portfolio in Q2 2026, its #150 holding.
LVW Advisors first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
LVW Advisors's Truist Financial position peaked at $903K in Q3 2024.
740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.