Naples Global Advisors’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
Q1 | $778K | Sell |
16,915
-180
| -1% | -$8.89K | 0.06% | 266 |
|
|
2025
Q4 | $841K | Buy |
17,095
+337
| +2% | +$15.5K | 0.06% | 256 |
|
|
2025
Q3 | $766K | Buy |
16,758
+287
| +2% | +$12.9K | 0.06% | 266 |
|
|
2025
Q2 | $708K | Buy |
16,471
+2,051
| +14% | +$80.2K | 0.06% | 264 |
|
|
2025
Q1 | $593K | Buy |
14,420
+468
| +3% | +$20.9K | 0.06% | 272 |
|
|
2024
Q4 | $605K | Sell |
13,952
-26
| -0.2% | -$1.16K | 0.06% | 269 |
|
|
2024
Q3 | $598K | Buy |
13,978
+518
| +4% | +$21.9K | 0.06% | 268 |
|
|
2024
Q2 | $523K | Sell |
13,460
-3
| -0% | -$113 | 0.05% | 280 |
|
|
2024
Q1 | $525K | Buy |
13,463
+326
| +2% | +$11.9K | 0.05% | 281 |
|
|
2023
Q4 | $485K | Buy |
13,137
+2,983
| +29% | +$93.7K | 0.05% | 279 |
|
|
2023
Q3 | $291K | Buy |
10,154
+2,920
| +40% | +$89.8K | 0.04% | 341 |
|
|
2023
Q2 | $220K | Buy |
7,234
+191
| +3% | +$5.93K | 0.03% | 375 |
|
|
2023
Q1 | $240K | Sell |
7,043
-708
| -9% | -$30.9K | 0.03% | 361 |
|
|
2022
Q4 | $334K | Sell |
7,751
-258
| -3% | -$11.3K | 0.04% | 318 |
|
|
2022
Q3 | $349K | Buy |
8,009
+399
| +5% | +$19.2K | 0.05% | 299 |
|
|
2022
Q2 | $361K | Buy |
7,610
+32
| +0.4% | +$1.58K | 0.05% | 299 |
|
|
2022
Q1 | $430K | Buy |
7,578
+11
| +0.1% | +$679 | 0.05% | 294 |
|
|
2021
Q4 | $443K | Buy |
7,567
+12
| +0.2% | +$733 | 0.05% | 295 |
|
|
2021
Q3 | $443K | Buy |
7,555
+362
| +5% | +$20.2K | 0.06% | 290 |
|
|
2021
Q2 | $399K | Buy |
7,193
+10
| +0.1% | +$587 | 0.06% | 297 |
|
|
2021
Q1 | $419K | Sell |
7,183
-214
| -3% | -$11.7K | 0.06% | 278 |
|
|
2020
Q4 | $355K | Sell |
7,397
-569
| -7% | -$25.8K | 0.06% | 284 |
|
|
2020
Q3 | $303K | Sell |
7,966
-766
| -9% | -$28.9K | 0.06% | 280 |
|
|
2020
Q2 | $328K | Sell |
8,732
-1,360
| -13% | -$49K | 0.07% | 264 |
|
|
2020
Q1 | $311K | Sell |
10,092
-4,678
| -32% | -$221K | 0.08% | 243 |
|
|
2019
Q4 | $832K | Buy |
14,770
+1,436
| +11% | +$77.8K | 0.17% | 171 |
|
|
2019
Q3 | $712K | Buy |
13,334
+575
| +5% | +$28.5K | 0.17% | 174 |
|
|
2019
Q2 | $627K | Buy |
12,759
+125
| +1% | +$6.12K | 0.15% | 188 |
|
|
2019
Q1 | $588K | Buy |
12,634
+1,300
| +11% | +$63.4K | 0.15% | 187 |
|
|
2018
Q4 | $520K | Buy |
11,334
+3,438
| +44% | +$165K | 0.15% | 192 |
|
|
2018
Q3 | $383K | Buy |
7,896
+1,233
| +19% | +$63.3K | 0.1% | 233 |
|
|
2018
Q2 | $336K | Buy |
6,663
+644
| +11% | +$34.2K | 0.09% | 238 |
|
|
2018
Q1 | $313K | Buy |
6,019
+625
| +12% | +$33.7K | 0.09% | 245 |
|
|
2017
Q4 | $268K | Buy |
+5,394
| New | +$260K | 0.08% | 253 |
|
Other funds holding TFC
VCM
VPM
Naples Global Advisors's TFC Position: Q1 2026 in Review
Naples Global Advisors reduced its Truist Financial (TFC) stake by 1.1% in Q1 2026, selling an estimated $8.89K and leaving 16,915 shares worth $778K. The position accounts for 0.06% of the portfolio, ranked #266.
Naples Global Advisors first reported a position in TFC in Q4 2017 and has held it in 34 quarters since. The position peaked at $841K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Naples Global Advisors held 16,915 shares of Truist Financial worth $778K as of Q1 2026.
- Naples Global Advisors sold 180 Truist Financial shares in Q1 2026, an estimated $8.89K.
- Truist Financial made up 0.06% of Naples Global Advisors's portfolio in Q1 2026, its #266 holding.
- Naples Global Advisors first reported a position in Truist Financial in Q4 2017 and has held it in 34 quarters since.
- Naples Global Advisors's Truist Financial position peaked at $841K in Q4 2025.
- 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.