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NBC Securities’s Truist Financial TFC Stock Holding History

NBC Securities’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
Q1 		– Sell
-5
Closed -$566 – 2854
2025
Q4 		$566 Buy
5
+2
+67% +$92 ﹤0.01% 2626
2025
Q3 		$252 Buy
+3
New +$135 ﹤0.01% 2701

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

NBC Securities's TFC Position: Q2 2026 in Review

NBC Securities reduced its Truist Financial (TFC) stake by 7% in Q2 2026, selling an estimated $37.4K and leaving 10,153 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #518.

NBC Securities first reported a position in TFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.67M in Q3 2024. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • NBC Securities held 10,153 shares of Truist Financial worth $506K as of Q2 2026.
  • NBC Securities sold 761 Truist Financial shares in Q2 2026, an estimated $37.4K.
  • Truist Financial made up 0.03% of NBC Securities's portfolio in Q2 2026, its #518 holding.
  • NBC Securities first reported a position in Truist Financial in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Truist Financial position peaked at $1.67M in Q3 2024.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.