Lynx Investment Advisory’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
$1.3M Buy
+26,046
New +$1.28M 0.43% 61
2024
Q3
– Sell
-3,106
Closed -$121K – 705
2024
Q2
$121K Buy
+3,106
New +$117K 0.09% 166

Other funds holding TFC

Lynx Investment Advisory's TFC Position: Q2 2026 in Review

Lynx Investment Advisory opened a new position in Truist Financial (TFC) in Q2 2026: 26,046 shares worth $1.3M. The stake represents 0.43% of the portfolio and ranks #61 among its holdings. This is a return to the name: Lynx Investment Advisory previously reported a position in TFC as recently as Q2 2024.

Lynx Investment Advisory first reported a position in TFC in Q2 2024 and has held it in 2 quarters since. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Lynx Investment Advisory held 26,046 shares of Truist Financial worth $1.3M as of Q2 2026.
  • Truist Financial was a new Lynx Investment Advisory position in Q2 2026.
  • Truist Financial made up 0.43% of Lynx Investment Advisory's portfolio in Q2 2026, its #61 holding.
  • Lynx Investment Advisory first reported a position in Truist Financial in Q2 2024 and has held it in 2 quarters since.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.