NewEdge 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
Q2 | $12.6M | Buy |
253,065
+25,995
| +11% | +$1.28M | 0.04% | 426 |
|
|
2026
Q1 | $10.4M | Sell |
227,070
-4,620
| -2% | -$228K | 0.04% | 444 |
|
|
2025
Q4 | $11.4M | Buy |
231,690
+12,170
| +6% | +$560K | 0.04% | 390 |
|
|
2025
Q3 | $10M | Buy |
219,520
+57,264
| +35% | +$2.58M | 0.05% | 399 |
|
|
2025
Q2 | $6.98M | Sell |
162,256
-28,463
| -15% | -$1.11M | 0.04% | 460 |
|
|
2025
Q1 | $7.85M | Buy |
190,719
+30,631
| +19% | +$1.36M | 0.05% | 376 |
|
|
2024
Q4 | $6.94M | Buy |
160,088
+2,443
| +2% | +$109K | 0.04% | 400 |
|
|
2024
Q3 | $6.74M | Buy |
157,645
+9,592
| +6% | +$405K | 0.04% | 378 |
|
|
2024
Q2 | $5.75M | Buy |
148,053
+444
| +0.3% | +$16.8K | 0.04% | 409 |
|
|
2024
Q1 | $5.75M | Sell |
147,609
-25,277
| -15% | -$925K | 0.05% | 358 |
|
|
2023
Q4 | $6.37M | Buy |
172,886
+34,571
| +25% | +$1.09M | 0.06% | 300 |
|
|
2023
Q3 | $3.96M | Buy |
138,315
+236
| +0.2% | +$7.26K | 0.04% | 380 |
|
|
2023
Q2 | $4.19M | Sell |
138,079
-44,072
| -24% | -$1.37M | 0.05% | 365 |
|
|
2023
Q1 | $6.21M | Buy |
182,151
+55,628
| +44% | +$2.43M | 0.08% | 253 |
|
|
2022
Q4 | $2.25M | Buy |
126,523
+30,676
| +32% | +$1.35M | 0.06% | 311 |
|
|
2022
Q3 | $4.17M | Buy |
95,847
+1,025
| +1% | +$49.3K | 0.07% | 266 |
|
|
2022
Q2 | $4.5M | Buy |
94,822
+7,735
| +9% | +$381K | 0.07% | 252 |
|
|
2022
Q1 | $4.94M | Buy |
87,087
+12,678
| +17% | +$783K | 0.08% | 245 |
|
|
2021
Q4 | $4.36M | Buy |
74,409
+16,715
| +29% | +$1.02M | 0.07% | 273 |
|
|
2021
Q3 | $3.38M | Buy |
57,694
+2,475
| +4% | +$138K | 0.08% | 225 |
|
|
2021
Q2 | $3.06M | Buy |
55,219
+21,427
| +63% | +$1.26M | 0.08% | 234 |
|
|
2021
Q1 | $1.97M | Buy |
33,792
+2,903
| +9% | +$159K | 0.06% | 290 |
|
|
2020
Q4 | $1.48M | Buy |
30,889
+6,765
| +28% | +$306K | 0.05% | 319 |
|
|
2020
Q3 | $918K | Sell |
24,124
-6,284
| -21% | -$237K | 0.03% | 410 |
|
|
2020
Q2 | $1.14M | Sell |
30,408
-2,631
| -8% | -$94.8K | 0.04% | 327 |
|
|
2020
Q1 | $1.02M | Sell |
33,039
-10,440
| -24% | -$494K | 0.05% | 303 |
|
|
2019
Q4 | $2.45M | Buy |
43,479
+4,893
| +13% | +$265K | 0.1% | 211 |
|
|
2019
Q3 | $2.06M | Buy |
38,586
+1,859
| +5% | +$92.1K | 0.09% | 214 |
|
|
2019
Q2 | $1.8M | Buy |
36,727
+514
| +1% | +$25.2K | 0.11% | 186 |
|
|
2019
Q1 | $1.69M | Buy |
36,213
+2,887
| +9% | +$141K | 0.11% | 187 |
|
|
2018
Q4 | $1.44K | Buy |
33,326
+17,564
| +111% | +$843K | 0.09% | 185 |
|
|
2018
Q3 | $765K | Sell |
15,762
-86
| -0.5% | -$4.41K | 0.06% | 272 |
|
|
2018
Q2 | $811 | Buy |
15,848
+1,478
| +10% | +$78.5K | 0.07% | 233 |
|
|
2018
Q1 | $732K | Sell |
14,370
-11,390
| -44% | -$613K | 0.08% | 223 |
|
|
2017
Q4 | $1.33M | Buy |
25,760
+15,869
| +160% | +$766K | 0.18% | 136 |
|
|
2017
Q3 | $470K | Buy |
9,891
+508
| +5% | +$23.4K | 0.07% | 217 |
|
|
2017
Q2 | $426K | Buy |
9,383
+279
| +3% | +$12.1K | 0.07% | 208 |
|
|
2017
Q1 | $401K | Buy |
9,104
+681
| +8% | +$31.8K | 0.09% | 174 |
|
|
2016
Q4 | $396K | Buy |
+8,423
| New | +$358K | 0.11% | 167 |
|
Other funds holding TFC
VCM
VPM
NewEdge Advisors's TFC Position: Q2 2026 in Review
NewEdge Advisors increased its Truist Financial (TFC) stake by 11% in Q2 2026, buying an estimated $1.28M and bringing the position to 253,065 shares worth $12.6M. The position accounts for 0.04% of the portfolio, ranked #426.
NewEdge Advisors first reported a position in TFC in Q4 2016 and has held it in 39 quarters since. 1,427 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- NewEdge Advisors held 253,065 shares of Truist Financial worth $12.6M as of Q2 2026.
- NewEdge Advisors bought 25,995 Truist Financial shares in Q2 2026, an estimated $1.28M.
- Truist Financial made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #426 holding.
- NewEdge Advisors first reported a position in Truist Financial in Q4 2016 and has held it in 39 quarters since.
- 1,427 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.