OneDigital Investment 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 | $6.08M | Sell |
122,054
-521
| -0.4% | -$25.6K | 0.05% | 281 |
|
|
2026
Q1 | $5.63M | Sell |
122,575
-4,825
| -4% | -$238K | 0.06% | 260 |
|
|
2025
Q4 | $6.27M | Buy |
127,400
+88,958
| +231% | +$4.1M | 0.06% | 234 |
|
|
2025
Q3 | $1.76M | Buy |
38,442
+1,220
| +3% | +$55K | 0.02% | 476 |
|
|
2025
Q2 | $1.6M | Sell |
37,222
-817
| -2% | -$32K | 0.02% | 492 |
|
|
2025
Q1 | $1.57M | Buy |
38,039
+4,133
| +12% | +$184K | 0.02% | 467 |
|
|
2024
Q4 | $1.47M | Buy |
33,906
+697
| +2% | +$31.1K | 0.02% | 510 |
|
|
2024
Q3 | $1.42M | Buy |
33,209
+875
| +3% | +$37K | 0.02% | 550 |
|
|
2024
Q2 | $1.26M | Buy |
32,334
+3,829
| +13% | +$145K | 0.02% | 545 |
|
|
2024
Q1 | $1.11M | Buy |
28,505
+2,051
| +8% | +$75K | 0.02% | 473 |
|
|
2023
Q4 | $977K | Buy |
26,454
+1,509
| +6% | +$47.4K | 0.02% | 488 |
|
|
2023
Q3 | $714K | Sell |
24,945
-1,822
| -7% | -$56K | 0.02% | 527 |
|
|
2023
Q2 | $812K | Sell |
26,767
-95
| -0.4% | -$2.95K | 0.02% | 468 |
|
|
2023
Q1 | $916K | Buy |
26,862
+6,931
| +35% | +$303K | 0.02% | 408 |
|
|
2022
Q4 | $858K | Buy |
19,931
+2,147
| +12% | +$94.2K | 0.02% | 390 |
|
|
2022
Q3 | $774K | Sell |
17,784
-681
| -4% | -$32.8K | 0.03% | 353 |
|
|
2022
Q2 | $876K | Buy |
18,465
+586
| +3% | +$28.9K | 0.04% | 285 |
|
|
2022
Q1 | $1.01M | Buy |
17,879
+867
| +5% | +$53.6K | 0.04% | 270 |
|
|
2021
Q4 | $996K | Sell |
17,012
-369
| -2% | -$22.5K | 0.04% | 286 |
|
|
2021
Q3 | $1.02M | Sell |
17,381
-836
| -5% | -$46.7K | 0.04% | 262 |
|
|
2021
Q2 | $1.01M | Buy |
18,217
+6,105
| +50% | +$359K | 0.04% | 248 |
|
|
2021
Q1 | $706K | Buy |
12,112
+6,287
| +108% | +$345K | 0.03% | 310 |
|
|
2020
Q4 | $279K | Buy |
5,825
+351
| +6% | +$15.9K | 0.01% | 511 |
|
|
2020
Q3 | $208K | Sell |
5,474
-980
| -15% | -$36.9K | 0.01% | 544 |
|
|
2020
Q2 | $242K | Sell |
6,454
-1,207
| -16% | -$43.5K | 0.02% | 500 |
|
|
2020
Q1 | $236K | Sell |
7,661
-144
| -2% | -$6.81K | 0.02% | 429 |
|
|
2019
Q4 | $440K | Buy |
7,805
+1,546
| +25% | +$83.7K | 0.03% | 335 |
|
|
2019
Q3 | $334K | Sell |
6,259
-832
| -12% | -$41.2K | 0.03% | 360 |
|
|
2019
Q2 | $349K | Buy |
7,091
+6,134
| +641% | +$300K | 0.03% | 311 |
|
|
2019
Q1 | $45K | Buy |
957
+573
| +149% | +$28K | 0.01% | 515 |
|
|
2018
Q4 | $17K | Sell |
384
-145
| -27% | -$6.96K | ﹤0.01% | 738 |
|
|
2018
Q3 | $26K | Buy |
529
+1
| +0.2% | +$51 | 0.01% | 580 |
|
|
2018
Q2 | $27K | Buy |
528
+1
| +0.2% | +$53 | 0.01% | 705 |
|
|
2018
Q1 | $27K | Buy |
527
+63
| +14% | +$3.39K | 0.01% | 704 |
|
|
2017
Q4 | $23K | Sell |
464
-99
| -18% | -$4.78K | ﹤0.01% | 763 |
|
|
2017
Q3 | $26K | Buy |
563
+282
| +100% | +$13K | 0.01% | 560 |
|
|
2017
Q2 | $13K | Buy |
+281
| New | +$12.2K | ﹤0.01% | 888 |
|
Other funds holding TFC
OneDigital Investment Advisors's TFC Position: Q2 2026 in Review
OneDigital Investment Advisors reduced its Truist Financial (TFC) stake by 0.43% in Q2 2026, selling an estimated $25.6K and leaving 122,054 shares worth $6.08M. The position accounts for 0.05% of the portfolio, ranked #281.
OneDigital Investment Advisors first reported a position in TFC in Q2 2017 and has held it in 37 quarters since. The position peaked at $6.27M in Q4 2025. 1,205 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- OneDigital Investment Advisors held 122,054 shares of Truist Financial worth $6.08M as of Q2 2026.
- OneDigital Investment Advisors sold 521 Truist Financial shares in Q2 2026, an estimated $25.6K.
- Truist Financial made up 0.05% of OneDigital Investment Advisors's portfolio in Q2 2026, its #281 holding.
- OneDigital Investment Advisors first reported a position in Truist Financial in Q2 2017 and has held it in 37 quarters since.
- OneDigital Investment Advisors's Truist Financial position peaked at $6.27M in Q4 2025.
- 1,205 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.