NWM
TFC icon

Nova Wealth Management’s Truist Financial TFC Stock Holding History

Nova Wealth Management’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 		– Sell
-26
Closed -$1.22K – 610
2026
Q1 		$1.22K Sell
26
-63
-71% -$3.11K ﹤0.01% 509
2025
Q4 		$4.4K Hold
89
– – ﹤0.01% 436
2025
Q3 		$4.09K Sell
89
-50
-36% -$2.25K ﹤0.01% 437
2025
Q2 		$6K Buy
+139
New +$5.44K ﹤0.01% 421

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

Nova Wealth Management's TFC Position: Q2 2026 in Review

Nova Wealth Management sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 26 shares — an estimated $1.22K sold.

Nova Wealth Management first reported a position in TFC in Q2 2025 and held it in 4 quarters. The position peaked at $6K in Q2 2025. 385 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Nova Wealth Management reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Nova Wealth Management sold 26 Truist Financial shares in Q2 2026, an estimated $1.22K.
  • Nova Wealth Management first reported a position in Truist Financial in Q2 2025 and held it in 4 quarters.
  • Nova Wealth Management's Truist Financial position peaked at $6K in Q2 2025.
  • 385 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.