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Miller Wealth Advisors’s Truist Financial TFC Stock Holding History

Miller Wealth 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 		$15.3K Buy
2,820
+2,570
+1,028% +$126K 0.01% 66
2026
Q1 		$11.5K Hold
250
– – ﹤0.01% 73
2025
Q4 		$12.3K Hold
250
– – ﹤0.01% 71
2025
Q3 		$11.4K Buy
+250
New +$11.3K ﹤0.01% 72

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Miller Wealth Advisors's TFC Position: Q2 2026 in Review

Miller Wealth Advisors increased its Truist Financial (TFC) stake by 1,028% in Q2 2026, buying an estimated $126K and bringing the position to 2,820 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #66.

Miller Wealth Advisors first reported a position in TFC in Q3 2025 and has held it in 4 quarters since. 600 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Miller Wealth Advisors held 2,820 shares of Truist Financial worth $15.3K as of Q2 2026.
  • Miller Wealth Advisors bought 2,570 Truist Financial shares in Q2 2026, an estimated $126K.
  • Truist Financial made up 0.01% of Miller Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Miller Wealth Advisors first reported a position in Truist Financial in Q3 2025 and has held it in 4 quarters since.
  • 600 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.