N.E.W. Advisory Services’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
$29.9K Hold
600
﹤0.01% 462
2026
Q1
$27.6K Buy
600
+127
+27% +$6.28K ﹤0.01% 454
2025
Q4
$23.3K Buy
473
+73
+18% +$3.36K ﹤0.01% 470
2025
Q3
$18.3K Sell
400
-100
-20% -$4.51K ﹤0.01% 477
2025
Q2
$21.5K Buy
500
+57
+13% +$2.23K ﹤0.01% 447
2025
Q1
$18.2K Buy
+443
New +$19.7K ﹤0.01% 508

Other funds holding TFC

N.E.W. Advisory Services's TFC Position: Q2 2026 in Review

N.E.W. Advisory Services held its Truist Financial (TFC) position steady in Q2 2026 at 600 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

N.E.W. Advisory Services first reported a position in TFC in Q1 2025 and has held it in 6 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • N.E.W. Advisory Services held 600 shares of Truist Financial worth $29.9K as of Q2 2026.
  • N.E.W. Advisory Services left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #462 holding.
  • N.E.W. Advisory Services first reported a position in Truist Financial in Q1 2025 and has held it in 6 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.