NWWA
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New Wave Wealth Advisors’s Truist Financial TFC Stock Holding History

New Wave 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 		$427K Buy
8,562
+2,259
+36% +$111K 0.12% 149
2026
Q1 		$290K Buy
6,303
+446
+8% +$22K 0.1% 145
2025
Q4 		$288K Buy
5,857
+355
+6% +$16.4K 0.11% 139
2025
Q3 		$252K Buy
5,502
+460
+9% +$20.7K 0.1% 140
2025
Q2 		$217K Sell
5,042
-21
-0.4% -$822 0.09% 130
2025
Q1 		$208K Sell
5,063
-1,117
-18% -$49.8K 0.09% 126
2024
Q4 		$268K Sell
6,180
-372
-6% -$16.6K 0.11% 110
2024
Q3 		$280K Buy
6,552
+17
+0.3% +$718 0.13% 112
2024
Q2 		$254K Buy
+6,535
New +$247K 0.14% 117

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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

New Wave Wealth Advisors's TFC Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Truist Financial (TFC) stake by 36% in Q2 2026, buying an estimated $111K and bringing the position to 8,562 shares worth $427K. The position accounts for 0.12% of the portfolio, ranked #149.

New Wave Wealth Advisors first reported a position in TFC in Q2 2024 and has held it in 9 quarters since. 614 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • New Wave Wealth Advisors held 8,562 shares of Truist Financial worth $427K as of Q2 2026.
  • New Wave Wealth Advisors bought 2,259 Truist Financial shares in Q2 2026, an estimated $111K.
  • Truist Financial made up 0.12% of New Wave Wealth Advisors's portfolio in Q2 2026, its #149 holding.
  • New Wave Wealth Advisors first reported a position in Truist Financial in Q2 2024 and has held it in 9 quarters since.
  • 614 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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