Meridian Wealth Management’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 | $1.76M | Buy |
35,390
+3,862
| +12% | +$190K | 0.05% | 282 |
|
|
2026
Q1 | $1.45M | Buy |
31,528
+2,149
| +7% | +$106K | 0.05% | 283 |
|
|
2025
Q4 | $1.45M | Buy |
29,379
+3,732
| +15% | +$172K | 0.05% | 280 |
|
|
2025
Q3 | $1.17M | Buy |
25,647
+3,225
| +14% | +$145K | 0.04% | 301 |
|
|
2025
Q2 | $964K | Sell |
22,422
-520
| -2% | -$20.3K | 0.04% | 317 |
|
|
2025
Q1 | $944K | Buy |
22,942
+1,104
| +5% | +$49.2K | 0.05% | 304 |
|
|
2024
Q4 | $947K | Buy |
21,838
+105
| +0.5% | +$4.69K | 0.04% | 299 |
|
|
2024
Q3 | $930K | Buy |
21,733
+280
| +1% | +$11.8K | 0.05% | 295 |
|
|
2024
Q2 | $833K | Buy |
+21,453
| New | +$810K | 0.1% | 127 |
|
|
2024
Q1 | – | Sell |
-22,054
| Closed | -$814K | – | 509 |
|
|
2023
Q4 | $814K | Buy |
22,054
+1,952
| +10% | +$61.3K | 0.05% | 293 |
|
|
2023
Q3 | $575K | Sell |
20,102
-445
| -2% | -$13.7K | 0.04% | 338 |
|
|
2023
Q2 | $624K | Sell |
20,547
-1,967
| -9% | -$61.1K | 0.05% | 285 |
|
|
2023
Q1 | $768K | Sell |
22,514
-1,223
| -5% | -$53.4K | 0.07% | 249 |
|
|
2022
Q4 | $1.02M | Buy |
23,737
+5,471
| +30% | +$240K | 0.1% | 195 |
|
|
2022
Q3 | $795K | Sell |
18,266
-1,008
| -5% | -$48.5K | 0.09% | 213 |
|
|
2022
Q2 | $914K | Sell |
19,274
-3,998
| -17% | -$197K | 0.07% | 258 |
|
|
2022
Q1 | $1.32M | Sell |
23,272
-19
| -0.1% | -$1.17K | 0.14% | 129 |
|
|
2021
Q4 | $1.36M | Sell |
23,291
-94
| -0.4% | -$5.74K | 0.15% | 130 |
|
|
2021
Q3 | $1.37M | Buy |
23,385
+1,171
| +5% | +$65.4K | 0.17% | 120 |
|
|
2021
Q2 | $1.23M | Buy |
22,214
+1,256
| +6% | +$73.8K | 0.16% | 129 |
|
|
2021
Q1 | $1.22M | Buy |
20,958
+1,078
| +5% | +$59.1K | 0.18% | 111 |
|
|
2020
Q4 | $952K | Buy |
19,880
+336
| +2% | +$15.2K | 0.15% | 121 |
|
|
2020
Q3 | $743K | Buy |
19,544
+8,005
| +69% | +$302K | 0.18% | 107 |
|
|
2020
Q2 | $433K | Sell |
11,539
-1,000
| -8% | -$36K | 0.14% | 132 |
|
|
2020
Q1 | $386K | Buy |
12,539
+78
| +0.6% | +$3.69K | 0.17% | 131 |
|
|
2019
Q4 | $701K | Hold |
12,461
| – | – | 0.34% | 62 |
|
|
2019
Q3 | $665K | Hold |
12,461
| – | – | 0.31% | 62 |
|
|
2019
Q2 | $6.12K | Hold |
12,461
| – | – | 0.25% | 66 |
|
|
2019
Q1 | $580K | Hold |
12,461
| – | – | 0.26% | 73 |
|
|
2018
Q4 | $540K | Hold |
12,461
| – | – | 0.32% | 65 |
|
|
2018
Q3 | $605K | Hold |
12,461
| – | – | 0.26% | 68 |
|
|
2018
Q2 | $629K | Hold |
12,461
| – | – | 0.3% | 65 |
|
|
2018
Q1 | $648K | Sell |
12,461
-50
| -0.4% | -$2.69K | 0.32% | 63 |
|
|
2017
Q4 | $588K | Sell |
12,511
-250
| -2% | -$12.1K | 0.36% | 65 |
|
|
2017
Q3 | $599K | Hold |
12,761
| – | – | 0.38% | 64 |
|
|
2017
Q2 | $579K | Hold |
12,761
| – | – | 0.37% | 60 |
|
|
2017
Q1 | $570K | Buy |
12,761
+2,390
| +23% | +$112K | 0.34% | 69 |
|
|
2016
Q4 | $488K | Buy |
+10,371
| New | +$441K | 0.39% | 63 |
|
Other funds holding TFC
Meridian Wealth Management's TFC Position: Q2 2026 in Review
Meridian Wealth Management increased its Truist Financial (TFC) stake by 12% in Q2 2026, buying an estimated $190K and bringing the position to 35,390 shares worth $1.76M. The position accounts for 0.05% of the portfolio, ranked #282.
Meridian Wealth Management first reported a position in TFC in Q4 2016 and has held it in 38 quarters since. 1,045 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Meridian Wealth Management held 35,390 shares of Truist Financial worth $1.76M as of Q2 2026.
- Meridian Wealth Management bought 3,862 Truist Financial shares in Q2 2026, an estimated $190K.
- Truist Financial made up 0.05% of Meridian Wealth Management's portfolio in Q2 2026, its #282 holding.
- Meridian Wealth Management first reported a position in Truist Financial in Q4 2016 and has held it in 38 quarters since.
- 1,045 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.