NLP
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Next Level Private’s Truist Financial TFC Stock Holding History

Next Level Private’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 		$287K Buy
5,762
+50
+0.9% +$2.46K 0.06% 146
2026
Q1 		$263K Buy
5,712
+70
+1% +$3.46K 0.06% 149
2025
Q4 		$278K Buy
5,642
+63
+1% +$2.9K 0.07% 134
2025
Q3 		$253K Buy
5,579
+52
+0.9% +$2.34K 0.07% 131
2025
Q2 		$238K Buy
5,527
+81
+1% +$3.17K 0.08% 130
2025
Q1 		$224K Buy
5,446
+61
+1% +$2.72K 0.08% 129
2024
Q4 		$234K Buy
5,385
+57
+1% +$2.54K 0.09% 121
2024
Q3 		$228K Buy
5,328
+62
+1% +$2.62K 0.09% 123
2024
Q2 		$205K Buy
5,266
+72
+1% +$2.72K 0.09% 127
2024
Q1 		$202K Buy
+5,194
New +$190K 0.09% 127
2023
Q1 		– Sell
-4,868
Closed -$223K – 92
2022
Q4 		$223K Buy
+4,868
New +$214K 0.16% 91

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Next Level Private's TFC Position: Q2 2026 in Review

Next Level Private increased its Truist Financial (TFC) stake by 0.88% in Q2 2026, buying an estimated $2.46K and bringing the position to 5,762 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #146.

Next Level Private first reported a position in TFC in Q4 2022 and has held it in 11 quarters since. 261 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Next Level Private held 5,762 shares of Truist Financial worth $287K as of Q2 2026.
  • Next Level Private bought 50 Truist Financial shares in Q2 2026, an estimated $2.46K.
  • Truist Financial made up 0.06% of Next Level Private's portfolio in Q2 2026, its #146 holding.
  • Next Level Private first reported a position in Truist Financial in Q4 2022 and has held it in 11 quarters since.
  • 261 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.