LVW Advisors
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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
Q3 		$876K Buy
18,922
+2,291
+14% +$116K 0.07% 169
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
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

LVW Advisors's TFC Position: Q3 2026 in Review

LVW Advisors increased its Truist Financial (TFC) stake by 14% in Q3 2026, buying an estimated $116K and bringing the position to 18,922 shares worth $876K. The position accounts for 0.07% of the portfolio, ranked #169.

LVW Advisors first reported a position in TFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $903K in Q3 2024. 760 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • LVW Advisors held 18,922 shares of Truist Financial worth $876K as of Q3 2026.
  • LVW Advisors bought 2,291 Truist Financial shares in Q3 2026, an estimated $116K.
  • Truist Financial made up 0.07% of LVW Advisors's portfolio in Q3 2026, its #169 holding.
  • LVW Advisors first reported a position in Truist Financial in Q4 2023 and has held it in 12 quarters since.
  • LVW Advisors's Truist Financial position peaked at $903K in Q3 2024.
  • 760 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.